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Edward Gill

Invst, LLC
11 Years of Experience
Indianapolis, IN
Sells Insurance
View SEC Summary
View SEC Summary

Edward Gill is a registered investment advisor at Invst, LLC, based in Indianapolis, IN, with 11 years of industry experience. Edward 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.

Invst, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,301 clients
Average Client Portfolio
$680K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3625 E 96th St, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Edward owns All Out Training, a basketball skill development business, and works as a basketball analyst for Fox Sports and the NBA. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Invst, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
February 2019 - November 2023 · 4 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
February 2019 - November 2023 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLC
February 2015 - January 2019 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
February 2015 - January 2019 · 3 yrs 11 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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