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 (1)
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Regulatory
January 2022
Final
Other Business ActivitiesSells Insurance

Kory is a currently licensed insurance agent but is not actively seeking additional business.

Employment History
Current Registrations
Goelzer Investment Management
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Change Path LLC
November 2018 - August 2019 · 9 mos
Edu Wealth Advisors LLC
January 2018 - November 2018 · 10 mos
Preservation Wealth Advisors LLC
September 2016 - December 2017 · 1 yr 3 mos
Edu Wealth Advisors LLC
December 2015 - December 2017 · 2 yrs
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.