Brett Mckamey is a CFA-designated registered investment advisor at Goelzer Investment Management, based in Carmel, IN, with 27 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 877 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goelzer Investment Management charges private clients a percentage of assets under management, with standard fees ranging from 0.5% to 1.5%. Institutional clients' standard fees range from 0.10% to 0.75%. These fees are negotiable and may be modified based on various factors. Clients also incur brokerage, custodial, and transaction costs.
Location
10 East Main Street, Suite 110, Carmel, IN, 46032
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2005Customer Dispute
August 2005Other Business Activities
Brett is a limited partner in JC Evansville, LP since 2008, requiring minimal time. He also serves as a director for Booth Tarkenton Civic Theatre and Indiana Landmarks, and as a Life Trustee for the Nature Conservancy.
Employment History
Current Registrations
Goelzer Investment Management
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.