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Tiffany Spudich

21 Years of Experience
May Earn Commission

Tiffany Spudich is a registered investment advisor at Capital Cities Investments, based in Indianapolis, IN, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $250M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
576 clients
Average Client Portfolio
$437K average
Assets Under Management
$251.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1M+1.00%

Legacy clients may be subject to a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

426 East New York Street, Indianapolis, IN, 46202

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Cities Investments
June 2008 - Present · 17 yrs 10 mos
Capital Cities, LLC
December 2004 - Present · 21 yrs 4 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
Tiffany Spudich - Financial Advisor | TrueAdvisor