JW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M
Fee Structure
Minimum Investment:$5K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $15,000
Hourly Rate:Up to $350/hr
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
925 Mezzanine Drive, Suite C, Lafayette, IN, 47905
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 Advisor Network
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Center Street Advisors, INC.
August 2015 - July 2018 · 2 yrs 11 mos
State Registrations2 states
INVA
Advisor
Exams
No exam information available for this advisor.