The Invictus Collective, LLC

The Invictus Collective, LLC is a registered investment adviser based in Park Ridge, IL, offering financial planning, consulting, and investment management services since May 2021. The firm provides a range of services, including business planning, retirement planning, risk management, and investment consulting. Clients have discretion over decisions and are not obligated to act upon recommendations. The firm primarily allocates client assets among various investment options and independent managers based on individual objectives. The Invictus Collective may charge an annual fee ranging from 0.10% to 2.00% based on assets under management. The firm may also charge performance-based fees for qualified clients. The firm has not been involved in any legal or disciplinary events. The Invictus Collective recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for client transactions. The firm receives support from Fidelity, which includes administrative support, software, and other services. The firm does not accept proxy voting authority for client securities. The Invictus Collective does not disclose financial information as it does not require prepayment exceeding $1,200, has a stable financial condition, and has not been subject to bankruptcy. Clients are encouraged to review account statements and reports provided by the firm and custodians. The firm does not compensate third-party solicitors for client referrals. The Invictus Collective has custody of client funds and securities, and clients may authorize wire transfers through a Standing Letter of Authorization. The firm exercises investment discretion for some clients and does not vote client securities.