Jeffrey Degeeter is a registered investment advisor at Capital Strategies, INC., based in Indianapolis, IN, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees may be negotiable in certain circumstances. No client will ever pay more than 1% of assets under management per year.
Fee Estimator
Location
151 N. Delaware Street, Suite 1440, Indianapolis, IN, 46204
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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 →Employment History
Current Registrations
Capital Strategies, INC.
State Registrations1 state
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