Sydney Levy is a CFP-designated registered investment advisor at Invictus Private Wealth, LLC, based in Denver, CO, with 3 years of industry experience. Sydney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 485 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invictus Private Wealth offers Comprehensive Portfolio Management, where clients receive asset management, financial planning, and consulting services. The annual fee will not exceed 2.00% of the portfolio's value. Fees are calculated quarterly in advance, based on the average daily value of the account during the previous quarter. Fees are negotiable and deducted from client accounts.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Invictus Private Wealth, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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