CS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
198 clients
Average Client Portfolio
$25.6M average
Assets Under Management
$5.1B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for assets over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
For wealth management clients, the annual advisory fee is 0.75% on the first $1,000,000 of assets under advisement, 0.50% on the next $1,000,000, and negotiable for assets over $2,000,000. Fees are negotiable and payable in advance each quarter. Fees do not include custodial, brokerage, or other service provider fees.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
571 Monon Blvd, Suite 400, Carmel, IN, 46032
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Mj Retirement
October 2019 - Present · 6 yrs 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.