INVST, LLC is a highly regarded regional investment advisory firm headquartered in Indianapolis, IN, with a strong presence across the region through its 13 offices. With a team of 59 dedicated professionals, including 28 experienced investment advisors, they offer comprehensive investment advisory services to a diverse client base.
As an industry leader, INVST, LLC demonstrates an impressive track record, managing an average of $34,320,000 in assets under management per investment advisor. Their compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, e...
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Assets Under Mgmt
$961.07M
Investment Professionals
28
Locations
12
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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