Invasor Capital Management, LLC

CRD#171019
Investment Advisor Firm

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Learn more about Invasor Capital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Invasor Capital Management, LLC operates as a financial advisor firm headquartered in Scottsdale, Arizona. It handles $622.9 thousand in assets under management over one customer account. The company has a small team of one employee who is a financial advisor. Invasor Capital Management, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like equities, bonds and options.

    Invasor Capital Management, LLC administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring the client's authorization. The advisory firm's average account size is $622,914. The average advisor at Invasor Capital Management, LLC administers about one client account, placing it among the most personalized advisor firms in the country.

    The company's headquarters is located at 9319 North 94Th Way, Scottsdale, Arizona 85258. The company is registered to serve clients in the state of Arizona.

    Assets Under Management

    $622.9 thousand

    Number of Advisors

    1

    Fee Structure

    Asset-based, Performance-based

    Disclosures

    No

    Office Location

    9319 North 94Th Way
    Scottsdale, AZ 85258

    Invasor Capital Management, LLC by the Numbers

    Total Assets Under Management

    $622.9 thousand

    National Average: $3.3 billion
    Total Number of Employees

    1

    National Average: 4,943
    Total Number of Accounts

    1

    National Average: 2,522
    Average Account Size

    $622.9 thousand

    National Average: $1.3 million

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    Fee Structure

    Financial advisory fees are based on which services the firm provides the client. However, fees billed by the company most likely are comprised of some combination of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee. The firm can withdraw its charges directly from client accounts.

    Available

    • Offered by 75% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 17% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 37% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 3% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 40% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Invasor Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    This content was compiled from the SEC and FINRA