Invex Next offers tailored investment advice to individuals and other investors. They require clients to grant them authority to manage their accounts, allowing Invex Next to determine which securities to buy or sell without prior approval. Invex Next seeks capital appreciation through long and short investments in publicly and privately traded securities.
Assets Under Management$2.2M
Clients50
AdvisorsN/A
Avg. per Client$44K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Invex Next's annual fee for managing your investments ranges from 1.00% to 2.00% of the market value of your assets. The fee depends on the type and complexity of services provided, as well as the level of administration requested. Fees are calculated and payable monthly, based on the balance at the end of the billing period. Fees are negotiable.
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