Lloyd Easters is a registered investment advisor at Invst, LLC, based in Brownsburg, IN, with 11 years of industry experience. Lloyd 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
Brownsburg, IN
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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
Lloyd is involved in business and financial coaching, as well as creating online/virtual courses. This takes about 10-20% of his time, with a minimal amount of time during normal business hours.
Employment History
Current Registrations
Invst, LLC
Previous Registrations
Park Avenue Securities LLC
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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