| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
1630 West Oak Street, Zionsville, IN, 46077
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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 →Johnelle co-owns Livingston Park LLC and Red Hill Properties LLC, both rental property LLCs, and Deer Forest LLC, a timber growing business, dedicating minimal time to each. She also co-owns SandJ's Toys LLC, a business buying and selling historic cars, and owns 20% of TMCG, LLC, providing investment management advice to clients of an RIA, dedicating significantly more than full-time hours to this.