Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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
Advisor Information
Office location
426 East New York Street, Indianapolis, IN, 46202
Get directionsRegulatory History
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.
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Joe is the Commission Chairman for the White River State Park Development Commission since 2011. He spends minimal time on this activity, and it occurs during trading hours.