| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
426 East New York Street, Indianapolis, IN, 46202
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is a director member of the advisory board for the Northeast region of Old National Bank since 2011. This involves minimal time commitment with four 90-minute meetings per year.