InVantage Capital LLC offers investment advisory services, focusing on managing client portfolios based on their financial goals and risk tolerance. Services are tailored to individual needs, with an initial interview to determine suitability and establish goals. Financial planning services, including budgeting, tax planning, and retirement planning, are offered as part of the investment advisory offering at no additional charge.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In certain special cases, a higher fee of up to 2% annually may be charged. These cases are determined individually based on client-specific circumstances, such as unusually complex account structures, high trading volume, or specialized portfolio requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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