Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$443,547,941
Total clients
640
35% high-net worth
Total advisors
8
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
80
Average account size
$693,044
Invista Advisors (McDonald Financial Services, LLC) provides investment management, financial planning and retirement-plan consulting to individuals, high-net-worth clients, trusts and pension plans. The firm delivers fee-based portfolio management through custodial accounts at LPL Financial and also offers financial planning and hourly consulting engagements.
Portfolios are tailored to client goals, risk tolerance and time horizon, with regular reviews and rebalancing at least quarterly; the firm uses fundamental, technical, cyclical and charting analysis and offers LPL platform programs such as Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Manager Access Select. Clients may grant discretionary authority, but Invista documents and implements both discretionary and non-discretionary arrangements depending on client preference.
Noteworthy in the brochure is that Invista reports a substantial non-discretionary footprint—approximately $162.98 million of $443.55 million in total AUM—alongside $280.56 million managed on a discretionary basis, which is a larger non-discretionary allocation than is typical for firms in this category. The eight-advisor team serves about 640 clients and operates as a dually registered practice, with representatives who may also execute commissionable securities and insurance sales through LPL Financial and other third-party relationships disclosed in its Form ADV.
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
Invista Advisors
350 Leavell Circle
Montgomery AL 36117, United States
Number of offices
3
Alabama · Florida · Georgia · North Carolina · Tennessee · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™
Montgomery, AL
Invista Advisors
Series 65, Series 66
Montgomery, AL
Invista Advisors
Series 65
Montgomery, AL
Invista Advisors
Series 63
Montgomery, AL
Invista Advisors
Series 66
Montgomery, AL
Invista Advisors
Series 66
Montgomery, AL
Invista Advisors
Series 63, Series 65
Montgomery, AL
Invista Advisors
Series 66
Montgomery, AL
Invista Advisors
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