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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
The typical fee for discretionary investment management or nondiscretionary investment advice is 1.00% of the first $1 million of your assets under our management or advice; 0.75% on the next $1 million; and 0.50% on assets after the first $2 million. Incidental financial-planning services are typically included, but some financial-planning services might be for an additional fee, which would apply only if you agree to it.
Areas of Practice
Advisor Information
Office location
20 E. 91st St, Ste 202, Indianapolis, IN, 46240
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
Erik co-owns a family farm in Marshall County, Indiana, and is an owner of 567 N. Highland Ave. Group, a group formed to own rental property. These activities are not investment-related.