| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Minimum annual fee of $5,000 in certain cases, which could result in a higher than 1.00% fee for accounts under $500,000. The Adviser reserves the discretion to waive or adjust fees/minimums as they deem appropriate.
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240
Get directionsNo 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 →Elaine is a member of Capstone, LLC, a network of financial planners, since 2001. She participates in conference calls and meetings, spending minimal time on these matters.
Life is a series of choices.