MK
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Michael Kiley

18 Years of Experience
Fishers, IN

Michael Kiley is a registered investment advisor at Nbt Capital Management, INC., based in Fishers, IN, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 939 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
939 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedules above due to desired deviations in the standard service structure or because a prior fee schedule has been “grandfathered” due to our long-term relationship with the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fishers, IN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nbt Capital Management, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Ascensus Investment Advisors, LLC
October 2022 - September 2024 · 1 yr 11 mos
Nyhart Consulting, LLC
February 2008 - October 2022 · 14 yrs 8 mos
State Registrations2 states
ILIN
Advisor

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Exams
No exam information available for this advisor.