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Invera Wealth Advisors LLC

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Client assets under management

$222,807,628

Clients

139

23% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

70

High

Average account size

$1,602,933

About

Invera Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates and small businesses, providing discretionary wealth management, portfolio construction, and financial planning services. Like many peers in this category, the firm delivers ongoing portfolio management and charges asset-based advisory fees.

The firm’s investment work is primarily long-term oriented and typically uses individual equities, ETFs, and bonds, informed by both fundamental and technical analysis; it will also hold or retain legacy positions where appropriate for portfolio fit or tax reasons. Portfolios are constructed and monitored on a discretionary basis, with clients able to place reasonable restrictions, and the firm balances trade and share-class selection decisions to weigh ticket or trading costs against underlying fund expense ratios.

Compared with peers, Invera Wealth is notable for managing a sizable asset base with a very small advisory team and for being led by two CFP-designated principals shortly after its 2022 founding. The firm maintains an institutional custodial platform that provides research and operational support and has an arrangement to address trading costs, and it discloses practices around limited custody (fee deductions and third-party transfer authorizations) and reliance on regulatory guidance to meet audit requirements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement income strategy

Fee options

Fixed

Fixed fees for financial planning engagements, negotiated based on expected hours

Percentage

1.00% to 2.00% annually (based on various factors, including asset level and service complexity)

Project-based

Up to $300 per hour for financial planning services

Other

Account minimum: $1,000,000 Fee-only: Hourly fees up to $300/hour for financial planning services; fixed fees negotiated based on scope

Main office location

Invera Wealth Advisors LLC

Bend OR, United States

Number of offices

1

Most active in

More info

California · District of Columbia · Louisiana · Oregon · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (541) 647-1980

Advisors at this firm

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user avatar

Shenandoah S

CFP®, Series 66

Bend, OR

Invera Wealth Advisors LLC

Shenandoah Sampson is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with Invera Wealth Advisors LLC, where she has worked since 2022, following prior roles at Raymond James & Associates, Inc. and the U.S. Department of State. Outside of her advisory work, she manages a sole proprietorship related to a rental property in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses by providing discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Wealth management Retirement income strategy
user avatar

Jessica H

CFP®, Series 66

Bend, OR

Invera Wealth Advisors LLC

Jessica Higgins is a CFP® with 10 years of experience in financial advising. She currently works at Invera Wealth Advisors LLC and has prior experience at Raymond James & Associates, Inc. from 2014 to 2022. Outside of her advisory role, she owns a rental property business in Costa Rica. Invera Wealth Advisors LLC serves individuals, high-net-worth clients, families, trusts, estates, nonprofits, and small businesses with discretionary wealth management and financial planning. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Wealth management Retirement income strategy
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