Bedel Financial Consulting INC
Assets Under Management
$2.5B
Number of Clients
1,101
Number of Advisors
17
Average Client AUM
$2.2M
AUM per Advisor
$145.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bedel Financial Consulting is a fee-only RIA offering portfolio management and financial planning services. They provide advice on various investments, including securities, mutual funds, ETFs, and alternative investments. As a fiduciary, they act in the client's best interest. They utilize fundamental, technical, and quantitative analysis in their investment decisions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Minimum annual fee of $5,000 in certain cases.
Fee Estimator
Investment advisory fees are based on a declining schedule of assets under management, paid quarterly in advance. For example, the blended annual rate for a portfolio valued at $2,000,000 is 0.875%. In certain cases, there is a minimum annual fee of $5,000. Financial planning services are almost always part of the Adviser’s Investment Account Management service. However, clients can engage the Adviser to construct a financial plan where such a plan represents a depth and breadth beyond normal financial planning services. Such fee is negotiable and will be assessed as a fixed fee, typically ranging between $1,000 and $2,500.
Areas of Practice
Location
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240