JH
PFS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
706 clients
Average Client Portfolio
$822K average
Assets Under Management
$580.1M
Fee Structure
Minimum Investment:$25K
Financial Plan Fee:$500 - $5,000
Hourly Rate:$200 - $400/hr
Advisory fees are negotiable, up to 2% annually, based on the amount of assets managed, the scope and complexity of services, and the overall relationship. Financial planning fees range from $500 to $5,000, depending on the complexities involved. Hourly consulting fees range from $200 to $400 per hour, but may exceed $400 in certain circumstances.
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementTax Planning
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Advisor Information
Office location
1820 East University Drive, Auburn, AL, 36830
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Invista Advisors
July 2023 - Present · 2 yrs 6 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.