Invictus Private Wealth offers investment advice and financial planning to individuals and other clients. Services include Comprehensive Portfolio Management (asset management, financial planning, and consulting) and standalone Financial Planning & Consulting. Invictus Private Wealth aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
Fee Structure
Invictus Private Wealth offers Comprehensive Portfolio Management, where clients receive asset management, financial planning, and consulting services. The annual fee will not exceed 2.00% of the portfolio's value. Fees are calculated quarterly in advance, based on the average daily value of the account during the previous quarter. Fees are negotiable and deducted from client accounts.