Scott Jarred is a CFP-designated registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 22 years of industry experience. Scott 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.
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Scott owns Jarred Ventures LLC, which holds real estate and other personal investments, generating passive income. He also owns Jarred Holdings LLC, an investment group involved in property and real estate development projects, dedicating a few hours per week.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Mony Securities CorporationBroker
State Registrations2 states
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