Invenio Wealth Partners offers wealth management and investment advisory services, including financial planning and consulting. They work with high-net-worth individuals, corporate executives, and small businesses. IWP creates investment policy statements and manages client accounts with a focus on tax efficiency. They may also recommend other professionals like attorneys and accountants.
Assets Under Management$330M
Clients263
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.10% |
| $2.5M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $95.0M | 0.50% |
| $95M+ | 0.50% |
Minimum annual fee of $12,500. Fees may be negotiable based on account composition, complexity, and other relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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