Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%.
Fee Estimator
Financial planning fees range from $8,000 to $30,000, depending on complexity. Portfolio management fees are based on a percentage of assets managed: 2.00% annually on the first $1,000,000 and 1.50% on assets above that. Fees are billed quarterly in arrears. Current clients may be grandfathered under the previous fee of 1.50%.
Areas of Practice
Advisor Information
Office location
Indianapolis, IN
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 ActivitiesSells Insurance
Jason provides dental practice consulting as CEO and owner since 2001, dedicating minimal time. He also works as an insurance broker since 1999, writing disability insurance through Union Central Life, and volunteers on the finance committee for Joy's House.