Overview

Headquarters
Springboro, OH
Total Firm Assets
$272 million
Average High-Net-Worth Client Portfolio Size
$1.5 million

Fee Disclosure

Source: INVEST CAPITAL PARTNERS BROCHURE DISCLOSURE (2026-01-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.50%
$100,001 $250,000 2.25%
$250,001 $1,000,000 2.00%
$1,000,001 and above 1.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,875 2.09%
$5 million $90,875 1.82%
$10 million $178,375 1.78%
$50 million $878,375 1.76%
$100 million $1,753,375 1.75%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
51.34%
Number of High-Net-Worth Clients
93
Total Client Accounts
1,283
Discretionary Accounts
1,170
Non-Discretionary Accounts
113

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number
287987
  • INVEST CAPITAL PARTNERS BROCHURE DISCLOSURE (2026-01-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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