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% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%.
Fee Estimator
Financial planning fees range from $8,000 to $30,000, depending on complexity. Portfolio management fees are based on a percentage of assets managed: 2.00% annually on the first $1,000,000 and 1.50% on assets above that. Fees are billed quarterly in arrears. Current clients may be grandfathered under the previous fee of 1.50%.
Areas of Practice
Advisor Information
Office location
11939 N Meridian St, Ste 225, Carmel, IN, 46032
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.
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Kal is a Sergeant/Production Controller in the Indiana Army National Guard since 2010. This takes about 10-20% of his time and does not occur during securities trading hours.