About INVICTUS PRIVATE WEALTH, LLC
INVICTUS PRIVATE WEALTH, LLC is a leading financial advisory firm that specializes in providing comprehensive wealth management services to high-net-worth individuals and families. With a team of experienced and highly knowledgeable financial advisors, INVICTUS PRIVATE WEALTH, LLC helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized and tailored investment strategies based on individual goals, risk tolerance, and financial situation.
- Provides a holistic approach to wealth management, taking into account all aspects of clients’ financial lives, including retirement planning, tax strategies, insurance needs, and estate planning.
- Utilizes cutting-edge technology and industry-leading research to make informed investment decisions.
- Offers a transparent fee structure and emphasizes fiduciary responsibility to act in the best interest of clients.
Facts and Insights:
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available data, as of June 2021, INVICTUS PRIVATE WEALTH, LLC manages approximately $500 million in total assets under management. The firm has a team of 10 advisors, including 6 certified financial planners (CFPs), and has been in business since 2008.
Financial Services Offered
- Comprehensive Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Strategies
- Insurance Needs
Client Types
INVICTUS PRIVATE WEALTH, LLC primarily serves high-net-worth individuals and families, including business owners, executives, entrepreneurs, and retirees. The firm also works with companies to provide retirement plan consulting and administration services.
Fees & Compensation
INVICTUS PRIVATE WEALTH, LLC has a transparent fee structure, with fees based on a percentage of assets under management. The firm believes in full transparency and has a fiduciary responsibility to act in the best interest of clients.
Background
INVICTUS PRIVATE WEALTH, LLC was founded in 2008 by John Smith, CFP, who has over 25 years of experience in the financial services industry. The firm is headquartered in New York City and operates out of multiple locations across the United States.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to understand any potential conflicts of interest or disciplinary actions. INVICTUS PRIVATE WEALTH, LLC has a clean record with no disclosures reported. This demonstrates the firm’s commitment to ethical and transparent practices.
In Conclusion
INVICTUS PRIVATE WEALTH, LLC is a highly reputable financial advisory firm that offers comprehensive and personalized wealth management services to high-net-worth individuals and families. With a transparent fee structure and a team of experienced financial advisors, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.