Invista Advisors
Assets Under Management
$580.1M
Number of Clients
706
Number of Advisors
8
Average Client AUM
$822K
AUM per Advisor
$72.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Invista Advisors offers investment advisory services to individuals, high net worth individuals, trusts, and pension plans. Services include customized investment solutions, discretionary investment management, retirement & estate planning, investments & insurance, managing money and lifestyle, real estate & business consulting. They also offer financial planning and hourly consulting services.
Fee Structure
Invista Advisors charges fees for advisory services. Financial planning and hourly consulting fees are negotiable and detailed in the client agreement. The minimum account opening amount is generally $25,000 for Strategic Wealth Management, $15,000 for OMP, $100,000 for MWP, and $100,000 for Manager Access Select. Hourly consulting services are also available.
Areas of Practice
Location
350 Leavell Circle, Montgomery, AL, 36117