James Barnash is a CFP-designated registered investment advisor at Invst, LLC, based in Vernon Hills, IL, with 31 years of industry experience. James 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
Vernon Hills, IL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James provides tax accounting and insurance services. The filing does not specify the time commitment for these activities.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Ns Capital, LLC
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Sgl Financial, LLC
Edelman Financial Services LLC
Sanders Morris Harris LLCBroker
Ehlert Financial Group, INC.
M Holdings Securities, INC.Broker
Newbridge Securities CorporationBroker
Newbridge Financial Services Group, INC.
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Aht Financial Group, LTD.Broker
State Registrations1 state
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.