Goelzer Investment Management Fees & Minimum

Overview

Headquarters: Carmel, IN
Total Firm Assets: $4.5 billion
Average High-Net-Worth Client Portfolio Size: $5.1 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: 07012026 ADV2A UPDATE FINAL (2026-07-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.50% – 1.50%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 45.25%
Number of High-Net-Worth Clients: 404
Total Client Accounts: 1,945
Discretionary Accounts: 1,901
Non-Discretionary Accounts: 44

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 44402

07012026 ADV2A UPDATE FINAL (2026-07-01) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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Goelzer Investment Management