Lisa Free is a registered investment advisor at Invista Advisors, based in Montgomery, AL, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 706 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invista Advisors manages investments for a percentage of the portfolio's value. The annual rate is negotiable up to 2% and generally follows this schedule:
- Up to $500,000: Up to 2.00%
- $500,001 to $1,000,000: Up to 1.75%
- $1,000,001 to $5,000,000: Up to 1.50%
- More than $5,000,000: Up to 1.00%
Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship.
Location
350 Leavell Circle, Montgomery, AL, 36117
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is appointed with Highland Capital for non-variable insurance, dedicating minimal time. She also provides investment advisory services through Invista Advisors, spending about 10-20% of her time on this activity, and is an active writing agent for Advanced Risk Management Concepts, LLC, also for non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Invista Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.