Invictus Financial Services offers investment advice and financial planning to individuals and high net worth individuals. Investment advisory services include portfolio construction, asset allocation, and ongoing monitoring. Financial planning covers retirement, investments, cash flow, education, and general financial goal setting. Services are tailored to each client's needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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