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 | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management: 1.25% for assets under $1,000,000 and 1.00% for assets $1,000,000 and up. Financial planning is included at no additional cost for investment management clients. For clients only seeking financial planning, the fee is determined by the complexity and time involved and is outlined in a separate financial planning agreement.
Areas of Practice
Advisor Information
Office location
1630 West Oak Street, Zionsville, IN, 46077
Get directionsRegulatory History (1)
Customer Dispute
May 1990Other Business Activities
Steven co-owns Livingston Park LLC and Red Hill Properties LLC, both rental property LLCs, and Deer Forest LLC for growing timber, dedicating minimal time to each. He also co-owns SandJ's Toys LLC, a business buying and selling historic cars, and owns Monument Group Wealth LLC, a fee-only RIA, dedicating full-time hours to it.