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.
10 East Main Street, Suite 110, Carmel, IN, 46032
Get directionsBrett is a limited partner in JC Evansville, LP since 2008, requiring minimal time. He also serves as a director for Booth Tarkenton Civic Theatre and Indiana Landmarks, and as a Life Trustee for the Nature Conservancy.