| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
20 E. 91st St, Ste 202, Indianapolis, IN, 46240
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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 →Erik co-owns a family farm in Marshall County, Indiana, and is an owner of 567 N. Highland Ave. Group, a group formed to own rental property. These activities are not investment-related.