Eley-Graham-Austgen Financial Advisory Services
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Eley-Graham-Austgen Financial Advisory Services offers professional financial planning services, helping clients organize their financial goals into understandable plans. They provide reports for net worth, asset allocation, retirement analyses, and more. They do not manage investment advisory or broker-dealer accounts and have no assets under management.
Fee Structure
Eley-Graham-Austgen offers financial planning services on a fee basis. Initial consultations are free. Comprehensive financial plans range from $1,500 to $4,500 and upward, depending on investment assets. Fees are negotiable. Ongoing semi-annual reviews are 20% of the initial fee, capped at $600 annually, with a 4% annual increase. Selective financial planning services are offered on a flat fee basis, generally $350 or under. A modified financial plan is billed at an hourly rate of $175/hour for the financial advisor and $75/hour for administrative staff.
Areas of Practice
Location
One Professional Center, 2100 N. Main Street, Suite 202, Crown Point, IN, 46307