Invisor Financial provides financial planning and investment management services to individuals and families. They also offer retirement plan consultation and management services to businesses, assisting plan sponsors with their fiduciary duties. For individuals, Invisor combines financial planning with investment management to help clients manage their financial lives according to their values and goals.
Assets Under Management$200M
Clients265
Advisors3
Avg. per Client$750K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for accounts over $10,000,000. Investment Management Only fees are lower. Wealth Launch fees are lower still for accounts under $500,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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