Invictus Private Wealth provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high net worth individuals, trusts, estates, and businesses. Founded in 2022 and owned by Michael Caplan, Invictus Private Wealth builds customized portfolios using stocks, bonds, exchange-traded funds, options, and mutual funds, while providing ongoing monitoring and rebalancing. The firm also offers standalone financial planning and consulting covering retirement, estate, tax, and insurance planning, as well as retirement plan consulting for employers. Invictus Private Wealth operates as a registered investment advisor and requires a household account balance of $1,000,000 for comprehensive portfolio management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%, billed quarterly in advance based on the daily average value of the previous quarter. Fees are negotiable.