MC
CFP

Michael Joe Chapman

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
554 clients
Average Client Portfolio
$542K average
Assets Under Management
$300.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.75%
$200K - $500K1.50%
$500K+1.00%

Fees are negotiable in certain cases. Minimum annual advisory fee of $175.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$175

KIG is compensated for advisory services by receiving fees from clients based on a percentage of assets under management. The annual fees are negotiable in certain cases. KIG generally requires a minimum annual advisory fee of $175. Project Based Financial Planning is done on a fee basis that is calculated using a quasi-hourly rate based upon the complexity level of the situation and the estimated time involved.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

50 Washington Street, Suite 3B, Columbus, IN, 47201

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Regulatory History (1)
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Regulatory
February 2011
Final
Other Business Activities

Michael is the 100% owner and president of Provident Lending, Inc., a real estate holding company, dedicating minimal time to oversight and bookkeeping. He is also a 50% owner and managing partner of C&Q Realty LLC, another real estate holding company, spending minimal time as a bookkeeper.

Employment History
Current Registrations
Kessler Investment Group, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Provident Capital Management INC
August 2010 - January 2024 · 13 yrs 5 mos
Provident Capital Management, INC.
February 2002 - March 2005 · 3 yrs 1 mo
Provident Capital Management, LLC
December 2000 - December 2002 · 2 yrs
Cambridge Investment Research, INC.Broker
January 2000 - April 2003 · 3 yrs 3 mos
Natcity Insurance Services, INC.Broker
January 1999 - January 2000 · 1 yr
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
Natcity Investments, INC.Broker
January 1997 - January 2000 · 3 yrs
A. G. Edwards & Sons, INC.Broker
March 1989 - January 1997 · 7 yrs 10 mos
Blunt Ellis & Loewi IncorporatedBroker
September 1984 - March 1989 · 4 yrs 6 mos
Painewebber Incorporated Broker
April 1983 - September 1984 · 1 yr 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.