Peter Welsh is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 26 years of industry experience. Peter 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
3625 E 96th St, Indianapolis, IN, 46240
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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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Peter works as a Managing Director of Retirement and Wealth with Ispira Financial since September 2020. His role is in management and does not involve direct client interaction.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Thurston Springer Financial
Thurston Springer FinancialBroker
Oneamerica Securities, INC.Broker
Lincoln Financial Distributors, INC.Broker
Diversified Investors Securities CORP.Broker
Transamerica Securities Sales CorporationBroker
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.