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% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Advisor Information
Office location
9265 Counselors Row, Suite 150, Indianapolis, IN, 46240
Get directionsRegulatory History (1)
Regulatory
November 2010Other Business Activities
Darin works as a Sheriff Reserve for Hancock County, a part-time coach at the local YMCA, and part-time for the Transportation Security Agency (TSA). He also does seasonal work for Petry Excavating, Inc., and operates under the name Planned Investment Co, Inc., offering investments through Moloney Securities.