Invicta Financial Group
Assets Under Management
$324.6M
Number of Clients
512
Number of Advisors
10
Average Client AUM
$634K
AUM per Advisor
$32.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BDT & Associates, Inc. offers financial planning services tailored to individual client needs, including portfolio review, investment planning, risk management, tax planning, retirement planning, education planning, cash flow analysis, budgeting, and debt management. BDT directs clients to third-party investment advisers for ongoing management of investment portfolios.
Fee Structure
BDT charges a one-time financial planning fee of up to 1.5% of gross annual income, negotiable based on plan complexity. Ongoing wealth management services are billed up to 3% of gross annual income, paid quarterly in arrears. BDT directs clients to third-party investment advisers like Howard Capital Management, American Trust, 401GO, and Sonnet, LLC, with advisory fees up to 2.20% or 1.90% of assets under management, shared equally between BDT and the third-party adviser. These advisory fees are generally negotiable.
Areas of Practice
Location
2615 East 24th Street, Suite 2, Yuma, AZ, 85365