Donna Dickinson is a registered investment advisor at Indie Asset Partners, LLC, based in Indianapolis, IN, with 11 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 360 clients with $720M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Clients retained prior to August 2024 may pay investment advisory fees based on different asset breakpoints which may result in a lower overall standard fee schedule. IAP, at its discretion, makes exceptions to the foregoing or negotiates special fee arrangements, including but not limited to a flat fee schedule, where IAP deems it appropriate under the circumstances.
Fee Estimator
Location
10585 North Meridian Street, Suite 210, Indianapolis, IN, 46290
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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 →Other Business Activities
Donna is a member of Northside Vapor, LLC, a retail business selling electronic cigarettes and accessories, since 2013. She dedicates minimal time to bookkeeping and administrative matters for the LLC.
Employment History
Current Registrations
Indie Asset Partners, LLC
State Registrations1 state
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