Tracy Colson is a registered investment advisor at Woodley Farra, based in Indianapolis, IN, with 17 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,529 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
All advisory fees are negotiable between the Firm and a client.
Fee Estimator
Location
8555 N. River Road, Suite 400, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Woodley Farra
Previous Registrations
Goelzer Investment Management
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
Jpmorgan Securities INC
State Registrations1 state
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