Invex Advisors LLC
Assets Under Management
$659.6M
Number of Clients
76
Number of Advisors
5
Average Client AUM
$8.7M
AUM per Advisor
$131.9M
Compensation
Fee-Only (AUM)
About This Firm
Invex Advisors LLC offers tailored investment advice to high-net-worth individuals, banking institutions, and investment companies, including private funds. They provide discretionary portfolio management, formulating investment strategies and selecting securities. The firm also advises affiliated private funds, managing potential conflicts of interest through adherence to investment strategies and allocation policies.
Fee Structure
The annual fee for portfolio management ranges from 0.20% to 2.00% of assets under management, billed quarterly. The advisory fee is negotiable. Investors can terminate the agreement with 45 days' written notice and will be charged a pro-rata fee for services rendered. The firm may combine account values of family members to determine the applicable advisory fee.
Areas of Practice
Location
2 Alhambra Plaza, Ste. Ph Ii, Coral Gables, FL, 33134