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 | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management: 1.25% for assets under $1,000,000 and 1.00% for assets $1,000,000 and up. Financial planning is included at no additional cost for investment management clients. For clients only seeking financial planning, the fee is determined by the complexity and time involved and is outlined in a separate financial planning agreement.
Areas of Practice
Advisor Information
Office location
1630 W Oak St, Suite 201, Zionsville, IN, 46077
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
Elizabeth is the President and a board member of Heath Farms Inc., an agricultural business. She spends minimal time on this activity.