BM
CFA

Brett Dean Mckamey

26 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 (2)
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.
Customer Dispute
November 2005
Settled
Customer Dispute
August 2005
Settled
Other Business Activities

Brett 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.

Employment History
Current Registrations
Goelzer Investment Management
January 1999 - Present · 27 yrs
State Registrations7 states
AZCAGAINNEOHTX
Advisor
Exams
No exam information available for this advisor.
Brett Dean Mckamey - Financial Advisor | AdvisorDiscover