Susan Jann
Susan Jann is a CFP-designated registered investment advisor at Goelzer Investment Management, based in Carmel, IN, with 24 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 877 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goelzer Investment Management charges private clients a percentage of assets under management, with standard fees ranging from 0.5% to 1.5%. Institutional clients' standard fees range from 0.10% to 0.75%. These fees are negotiable and may be modified based on various factors. Clients also incur brokerage, custodial, and transaction costs.
Location
10 East Main Street, Suite 110, Carmel, IN, 46032
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Regulatory History (1)
Customer Dispute
February 2011Employment History
Current Registrations
Goelzer Investment Management
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations9 states
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.