Invex Advisors LLC

CRD#164519
Investment Advisor Firm

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Overview

Invex Advisors LLC is located at 2 Alhambra Plaza, Miami, FL. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Invex Advisors LLC is not a registered broker-dealer.

Invex Advisors LLC oversees $534.7 million in assets under management across 65 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as other services. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Invex Advisors LLC includes asset-based and performance-based fees. The firm has 23 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.

Invex Advisors LLC is registered in the states of Florida and Texas.

Assets Under Management

$534.7 million

Number of Advisors

6

Disclosures

No

Office Location

2 Alhambra Plaza
Miami, FL 33134

Invex Advisors LLC by the Numbers

Total Assets Under Management

$534.7 million

National Average: $8.6 billion
Total Number of Employees

8

National Average: 64
Total Number of Accounts

65

National Average: 375,227
Average Account Size

$8.2 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial management typically vary depending on the services offered. Fees charged by Invex Advisors LLC may include any combination of the following fee types: asset-based or performance-based.

Available

  • Offered by 69% 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 26% 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 21% 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 1% 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 0% 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 32% 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 10% 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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Types of Clients

The company works with a number of different customers. The company works with retail investors, high net worth investors, banking institutions, investment companies, and corporations. Out of its 5 clients, Invex Advisors LLC's largest client group by number of accounts is investment companies, but it also manages money for 23 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

Created with Highcharts 6.0.7
  • High-Net-Worth Individuals* - 36.51%
  • Other Individuals - 30.16%
  • Corporations - 33.33%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Invex Advisors LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Created with Highcharts 6.0.7
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Financial Advisors at Invex Advisors LLC

Rodolfo Dunin
Miami, FL
Francesca Fabietti
Miami, FL
Juan Cobian Moran
Miami, FL
Maria Juraidini
Miami, FL
Salomon Lahana
Houston, TX
Juan Amaya Franck
Miami, FL

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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