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CFP
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CFP

Isaiah Gates

Envoy Advisory INC.
3 Years of Experience
Lynchburg, VA
View SEC Summary
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Isaiah Gates is a CFP-designated registered investment advisor at Envoy Advisory INC., based in Lynchburg, VA, with 3 years of industry experience. Isaiah 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 5 more. Their firm serves 1,999 clients with $610M in assets under management.

Envoy Advisory INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,999 clients
Average Client Portfolio
$308K average
Assets Under Management
$615.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.05%

Maximum annual fee for individual retirement accounts and taxable accounts is 2.05%, with basic level fees up to 0.65% and additional model program fees up to 0.45%. Fees are negotiable.

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

Lynchburg, VA

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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 Activities

Since October 2022, Isaiah has been assisting advisors and clients at Christian Retirement Ministries with retirement, estate, and financial planning, including handling paperwork and servicing client needs. This takes about a quarter of his time, with approximately 40 hours occurring during security trading hours.

Employment History
Current Registrations
Envoy Advisory INC.
June 2023 - Present · 3 yrs 4 mos
Harvest Investment Services, LLC
February 2023 - Present · 3 yrs 8 mos
State Registrations2 states
ILVA
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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