Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for advisory services are generally calculated as a percentage of the total market value of managed assets, not to exceed 2.75%. Fees are negotiated individually, considering portfolio complexity and assets under management. Clients may participate in a wrap fee program. Financial planning services are offered on an hourly or fixed-fee basis, negotiated individually. Additional client fees may apply, such as custodial fees and transaction charges.
Areas of Practice
Advisor Information
Office location
10201 N. Illinois Street, Suite #300, Carmel, IN, 46290
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
Andrew works as a crew member at Total Wine & More in Carmel, IN, starting in March 2025. This non-investment related activity takes about a quarter of his time.