WM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
19 clients
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$5M
Financial Planning:Investment management only
Fees are customized based on the amount of work, client-specific needs, and account size. Fees can be a percentage of assets (ranging from 0.05% to 1.00% annually) or a fixed fee. Fees are paid quarterly in advance or in arrears. Individual project fees are negotiated one-time fees due upon completion.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
426 East New York Street, Indianapolis, IN, 46202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Cities, LLC
December 1998 - Present · 27 yrs 1 mo
Capital Cities Investments
September 1995 - Present · 30 yrs 4 mos
Previous Registrations
Limestone Capital Advisers, LLC
September 2011 - March 2017 · 5 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.