Overview

Headquarters
West Lafayette, IN
Total Firm Assets
$260 million
Average High-Net-Worth Client Portfolio Size
$1.8 million

Fee Disclosure

Source: BANKER INVESTMENT GROUP FIRM DISCLOSURE BROCHURE (2026-03-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.00%
$500,001 $1,000,000 0.75%
$1,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,750 0.88%
$5 million $28,750 0.58%
$10 million $53,750 0.54%
$50 million $253,750 0.51%
$100 million $503,750 0.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
66.41%
Number of High-Net-Worth Clients
97
Total Client Accounts
952
Discretionary Accounts
952

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
109650
  • BANKER INVESTMENT GROUP FIRM DISCLOSURE BROCHURE (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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