Invisor
Assets Under Management
$167.3M
Number of Clients
235
Number of Advisors
4
Average Client AUM
$712K
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Invisor Financial LLC provides financial planning and investment management to individuals and businesses. For businesses, they offer retirement plan consultation and management. They also offer project-based and ongoing financial planning services covering various topics.
Fee Structure
Minimum Annual Fee:$1,000
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningBusiness Owners
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Location
225 Main Street, Suite 100, Seneca, KS, 66538
