Assets Under Management
$580.1M
Number of Clients
706
Number of Advisors
8
Average Client AUM
$822K
AUM per Advisor
$72.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Invista Advisors provides customized investment advisory solutions through regular client contact and discretionary investment management. They offer Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios, and Manager Access Select programs. They also provide financial planning services tailored to individual needs, including retirement, education, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Advisory fees are negotiable up to 2% based on facts and circumstances.
350 Leavell Circle, Montgomery, AL, 36117