Audrey Bruch is a registered investment advisor at Allworth Financial, L.P., based in Indianapolis, IN, with 16 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
8801 River Crossing Blvd, Suite 100, 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 →Other Business Activities
Audrey is the Chief Compliance Officer for multiple Registered Investment Advisors: Salzinger Sheaff Brock, LLC (about 10-20% of her time), Innovative Portfolios, LLC (about a quarter of her time), SBAuer Funds, LLC (about 10-20% of her time), Trust Advisors, LLC (minimal time), and Sheaff Brock Investment Advisors, LLC (minimal time). All of these roles began between 2017 and 2019.
Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Sheaff Brock Investment Advisors, LLC
Wallington Asset Management
Winthrop Capital Management
State Registrations1 state
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.
Exams
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