Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.
Areas of Practice
Advisor Information
Office location
476 Rolling Ridge Drive, Suite 315, State College, PA, 16801
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Amy provides administrative services to advisors at Vicus Capital, Inc., a registered investment advisor and financial services firm, dedicating full-time hours to each role. She also serves in fiduciary roles for her mother, including future executor, agent in healthcare directive, and attorney in fact, which requires minimal time.