Erica Massman is a registered investment advisor at Index Wealth Advisors, LLC, based in Overland Park, KS, with 23 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 116 clients with $33M 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 $100K | 1.55% |
| $100K - $250K | 1.25% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Advisory fee is negotiable.
Fee Estimator
Location
5440 West 110th Street, Suite 300, Overland Park, KS, 66211
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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
Index Wealth Advisors, LLC
Previous Registrations
Vsr Advisory Services
Next Financial Group, INC.
Waddell & Reed, INC.
State Registrations2 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.