Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.
Areas of Practice
Advisor Information
Office location
3755 E 82nd St, Ste 40, Indianapolis, IN, 46240-4000
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
Aaron is involved with Khepri Partners LLC, dedicating approximately 60 hours per month to this investment-related outside employment.