Overview

Headquarters
Indianapolis, IN
Total Firm Assets
$146 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$50,000

Fee Disclosure

Source: FORM ADV - PART 2A & 2B - BROCHURE SUPPLEMENT (2026-08-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 1.50%
$100,001 $500,000 1.25%
$500,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,500 1.15%
$5 million $51,500 1.03%
$10 million $101,500 1.02%
$50 million $501,500 1.00%
$100 million $1,001,500 1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
55.65%
Number of High-Net-Worth Clients
39
Total Client Accounts
909
Discretionary Accounts
909

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
125963
  • FORM ADV - PART 2A & 2B - BROCHURE SUPPLEMENT (2026-08-21) (fee schedule source) · View brochure text

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

Frequently Asked Questions