Invest Inc.
Lexington, Kentucky
4.2
19 Reviews
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INVEST INC. is a highly reputable local investment advisory firm based out of Lexington, KY. With two offices, they have a dedicated team of five employees who specialize in providing comprehensive investment advisory services. The firm boasts an impressive track record, managing a substantial total of over $101,583,000 in assets under management for more than 210 individual clients. Their team of experienced investment advisors excels in managing various types of assets, with an average of approximately $17,640,000 in assets under management per advisor. Their compensation structure is designed to align their interests with thei...
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Assets Under Mgmt

$101.58M

Investment Professionals

5

Locations

1

% 401K & Individual

100%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other Business Activities
Accountant or accounting firm
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