EB

Elaine Annette Beaty

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M

Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

10 East Main Street, Suite 110, Carmel, IN, 46032

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Regulatory 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.

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Employment History
Current Registrations
Goelzer Investment Management
January 2019 - Present · 7 yrs
Previous Registrations
Morgan Stanley
March 2012 - January 2019 · 6 yrs 10 mos
Morgan Stanley Broker
November 2011 - January 2019 · 7 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.