Invisor
Assets Under Management
$167.3M
Number of Clients
235
Number of Advisors
4
Average Client AUM
$712K
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Invisor Financial LLC provides financial planning and investment management services to individuals and families. They also offer retirement plan consultation and management services to businesses, acting as a plan advisor under ERISA. Services include project-based and ongoing financial planning, investment analysis, retirement planning, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Customized fee schedule for assets over $10,000,000. Minimum quarterly fee of $250.
Fee Estimator
Fees for project-based financial planning range from $250 to $15,000, while hourly financial planning is billed between $100 and $300 per hour. Ongoing financial planning has an upfront charge of $1,000 and a monthly fee of $195. Wealth Management and Investment Management Only fees are based on a percentage of assets under management. There is a minimum quarterly fee of $250 for Wealth Management and Investment Management Only services.
Areas of Practice
Location
225 Main Street, Suite 100, Seneca, KS, 66538
