

| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000.

6506 Constitution Dr., Fort Wayne, IN, 46804
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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 →Ian is a Director at Farmers & Merchants Bank since January 2024, focusing on strategy, compliance, and operations. He dedicates a few hours per week to this role, most of which occur during securities trading hours.
Wealth Management is a holistic process of evaluating your complete financial picture and developing a plan that is focused upon your present financial situation and achievement of your financial goals. The process begins with the Personal Financial Overview which guides us in the development and maintenance of your investment plan.