Lloyd Easters is a registered investment advisor at Invst, LLC, based in Brownsburg, IN, with 11 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invst offers investment management services for an annual fee based on the amount of assets managed. This fee varies between 0.10% and 1.50% depending on the size and composition of the client's portfolio and the type of services rendered. For clients engaged through a Delegating Advisor, this management fee generally varies between 0.20% and 1.50%.
Location
Brownsburg, IN
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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.
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Lloyd is involved in business and financial coaching, as well as creating online/virtual courses. This takes about 10-20% of his time, with a minimal amount of time during normal business hours.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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