Geoffrey Thomas is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 14 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,301 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees vary between 0.10% and 1.50% depending on portfolio size and composition. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
Geoffrey is involved with a podcast, "Financial Views with Local Brews", and serves as the Board Treasurer for the Indiana Diaper Bank. He spends a few hours per week on each activity.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Skyway Capital Markets, LLCBroker
Sc Distributors, LLCBroker
Cnl Securities CORP.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.
Exams
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