Todd Levine is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 23 years of industry experience. Todd 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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Todd is the managing member of SGMT Holdings, LLC, which manages rental income property. This takes minimal time each month and is investment-related.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Bloomberg Tradebook LLCBroker
Jefferies & Company, INC.Broker
Jefferies Execution Services, INC.Broker
Lawrence Helfant LLCBroker
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.