Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable based on client circumstances.
Fee Estimator
For investment management, you'll pay an annual fee based on the amount of assets managed (see table for rates). Financial planning as part of the Wealth Enhancement Service also uses an AUM-based fee (see table for rates). Stand-alone financial planning and consulting services are billed at $250 per hour. Fees may be negotiable based on client circumstances.
Areas of Practice
Advisor Information
Office location
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256
Get directionsRegulatory 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
Michael is a managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. He dedicates about half to nearly full-time to this business.