Vicus Capital, INC.
Assets Under Management
$2.6B
Number of Clients
6,005
Number of Advisors
86
Average Client AUM
$429K
AUM per Advisor
$29.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vicus Capital provides discretionary or non-discretionary asset management based on client goals and risk tolerance. They offer various strategies including FlexChoice, Managed Solutions, Managed Separate Accounts, Custom Solutions, Digital Advice, and Fee-Based Annuity Programs. They also provide retirement plan services and third-party money manager programs.
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
Location
476 Rolling Ridge Drive, Suite 315, State College, PA, 16801