Investus Financial Planning offers financial planning and asset management services to individuals. They create financial plans tailored to each client's financial situation, tax status, risk profile, and return objectives. These plans are included with investment management services and are reviewed and updated at least yearly. Investus also provides general advice on tax, budgetary, estate, and business planning.
Assets Under Management$73M
Clients70
Advisors1
Avg. per Client$1M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $180K | Included |
| $180K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
There is a minimum fee of $1,800 for a couple.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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