Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
10 East Main Street, Suite 110, Carmel, IN, 46032
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.
Learn about disclosures →Other Business Activities
Donald is a director at Cookies for Kids Cancer and Cornea Research Foundation, both non-profit organizations. The filing does not indicate how much time Donald spends on these activities.