Goelzer Investment Management
Assets Under Management
$3.8B
Number of Clients
877
Number of Advisors
22
Average Client AUM
$4.4M
AUM per Advisor
$174.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goelzer Investment Management provides investment advisory services, including discretionary and non-discretionary asset management, and consulting services. They serve private clients with comprehensive wealth management and institutional clients with tailored portfolios. Services include financial planning, investment plan development, asset allocation, and custom portfolio creation.
Fee Structure
Goelzer charges fees based on a percentage of assets under management, hourly charges, or a fixed fee. For private clients, AUM fees range from 0.5% to 1.5%, with annual minimums ranging from $0 to $10,000. Financial planning is offered for a flat fee, determined by the plan's scope and complexity. All advisory fees are negotiable and may be modified based on various factors. Clients are encouraged to review custodial statements for accuracy.
Areas of Practice
Location
10 East Main Street, Suite 110, Carmel, IN, 46032