Overview

Headquarters
Anderson, IN
Total Firm Assets
$987 million
Average High-Net-Worth Client Portfolio Size
$2.5 million

Fee Disclosure

Source: ADV PART 2 BROCHURE 2026 (2026-02-12) · View brochure text

MinMaxDisclosed Annual Rate
$0 $750,000 1.50%
$750,001 $1,000,000 1.25%
$1,000,001 $3,000,000 1.00%
$3,000,001 $7,500,000 0.85%
$7,500,001 $12,000,000 0.80%
$12,000,001 $15,000,000 0.75%
$15,000,001 and above Negotiable

Stated Minimum Annual Fee: $1,600

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $14,375 1.44%
$5 million $51,375 1.03%
$10 million $92,625 0.93%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
65.20%
Number of High-Net-Worth Clients
261
Total Client Accounts
3,599
Discretionary Accounts
3,599

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
159017

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

Frequently Asked Questions