Sheaff Brock Investment Advisors, LLC
Assets Under Management
$1.4B
Number of Clients
769
Number of Advisors
N/A
Average Client AUM
$1.8M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sheaff Brock Investment Advisors offers individualized portfolio management, model portfolio management, financial planning, and consulting services. They develop customized portfolios based on client's financial situation, investment objectives, and risk tolerance. The firm manages assets on a discretionary basis.
Fee Structure
The maximum annual advisory fee for Individual Portfolio Management and Model Portfolio Management services is 1.75% of assets under management, billed quarterly in advance. A minimum of $500,000 in assets is generally required, but this may be negotiable. Financial planning and consulting fees range from $75 to $500 per hour or a one-time project fee between $500 and $20,000, also negotiable.
Areas of Practice
Location
8801 River Crossing Blvd, Suite 100, Indianapolis, IN, 46240