John Gettler
John Gettler is a registered investment advisor at Itrust Asset Management, LLC, based in Lexington, KY, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iTrust Asset Management does not directly state their fees for asset management in this brochure. They mention that the maximum annual advisory fee will not exceed 3.0% and that the fee will be detailed in the client's LPL account application or LPL Tiered Fee Authorization form.
Location
3320 Tates Creek Road, Suite 100, Lexington, KY, 40502
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Other Business ActivitiesSells Insurance
John is a registered investment advisor with iTrustAssetManagement, dedicating about half his time to financial and portfolio management. He is also an independent insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Itrust Asset Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Itrust Asset Management, LLC
LPL Financial LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations12 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.