Elizabeth Allison
Elizabeth Allison is a registered investment advisor at Gates Investment Advisors, LLC, based in Evansville, IN, with 3 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gates Investment Advisors charges a percentage of the value of your portfolio annually. The annual fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, based on the value of your portfolio on the last business day of each quarter.
Location
3101 N Green River Road, Suite 830, Evansville, IN, 47715
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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 ActivitiesSells Insurance
Elizabeth is an insurance agent at Gates Financial Services, LLC, selling life and annuity insurance. This activity takes minimal time, up to a few hours per week, and may occur during securities trading hours.
Employment History
Current Registrations
Gates Investment Advisors, 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.