Indudeep Chhachhi is a registered investment advisor at Cerity Partners LLC, based in Bowling Green, KY, with 19 years of industry experience. Indudeep operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
1048 Ashley Street, Unit 301, Bowling Green, KY, 42103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Indudeep is an Associate Professor and Chair at Western Kentucky University, dedicating nearly full-time hours to teaching finance and administration. He also supervises students managing an investment portfolio for TVA's Investment Challenge.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations1 state
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