VICUS CAPITAL, INC.
State College, Pennsylvania
3.0
2 Reviews
VICUS CAPITAL, INC. is a highly reputable regional investment advisory firm headquartered in State College, PA. With an impressive track record, they have garnered the trust of over 3,680 individual clients, overseeing a substantial $2,014,773,000 in assets under management. This success can be attributed to their deep expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management.
With 41 offices strategically located across the region, VICUS CAPITAL, INC. ensures accessibility and personalized service for their diverse client base. The firm takes pride in it...
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Assets Under Mgmt
$2.01B
Investment Professionals
87
Locations
40
% 401K & Individual
% Discretionary
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
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Disclosures
Charged with a felony (10 yrs)
Articles
Articles
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