GG

Gregory William Goelzer

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M

Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

10 East Main Street, Suite 110, Carmel, IN, 46032

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2013
Final
Customer Dispute
April 2006
Settled
Customer Dispute
November 2005
Settled
Customer Dispute
August 2005
Settled
Regulatory
December 1992
Final
Employment History
Current Registrations
Goelzer Investment Management
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Goelzer Investment Management
January 1999 - November 2024 · 25 yrs 10 mos
Goelzer Investment Management Broker
June 1998 - June 2015 · 17 yrs
Goelzer Investment ManagementBroker
June 1984 - September 1999 · 15 yrs 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Gregory William Goelzer - Financial Advisor | AdvisorDiscover