Invicta Advisors provides financial advice by analyzing your financial situation, risk tolerance, and goals. They review your current investments and may suggest changes. Invicta Advisors also offers financial planning services for a flat or hourly fee. They provide investment advice on various investment types, including stocks, bonds, and mutual funds. Investment recommendations are based on your objectives, risk tolerance, and suitability.
Assets Under Management$180M
Clients1,199
Advisors13
Avg. per Client$150K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Invicta Advisor’s maximum permissible fee is 2.0% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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