Isaac Wolf is a registered investment advisor at Invex Advisors LLC, based in Coral Gables, FL, with 2 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 76 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invex Advisors charges an annual fee for portfolio management services, ranging from 0.20% to 2.00% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration requested. Fees are calculated and payable quarterly, based on the balance at the end of the billing period. The advisory fee is negotiable with each customer prior to signing the agreement.
Location
2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Invex Advisors LLC
Invex, LLC.Broker
Previous Registrations
Vectorglobal Iag, INC.
Vectorglobal WmgBroker
Cg Compass (USA) LLCBroker
Compass Group Investments Solutions LLC
State Registrations1 state
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