Invera Wealth offers wealth management and financial planning services. For wealth management, Invera Wealth works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy, typically using individual equities, exchange-traded funds (ETFs), and individual bonds. Financial planning services may be offered as part of an overall wealth management engagement or contracted separately, covering areas like investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Invera Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 1.00% to 2.00% annually, depending on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance.