Isaiah Gates is a CFP-designated registered investment advisor at Envoy Advisory INC., based in Lynchburg, VA, with 3 years of industry experience. Isaiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 1,808 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envoy Advisory charges fees for different levels of advisory services:
- Basic Level Advisory Fee: Up to 0.65% annually.
- Basic Managed Model Advisory Fee: An additional 0.25% annually for target-date models.
- Professionally Managed Model Advisory Fee: An additional 0.45% annually for risk-based models.
These fees are in addition to the Basic Level Fee. Fees may be negotiable and can vary based on account size and complexity.
Location
Lynchburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since October 2022, Isaiah has been assisting advisors and clients at Christian Retirement Ministries with retirement, estate, and financial planning, including handling paperwork and servicing client needs. This takes about a quarter of his time, with approximately 40 hours occurring during security trading hours.
Employment History
Current Registrations
Envoy Advisory INC.
Harvest Investment Services, LLC
State Registrations2 states
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