MV
MV

Mark Vandygriff

11 Years of Experience
Indianapolis, IN
1 Disclosure

Mark Vandygriff is a registered investment advisor at Mindset Asset Management, LLC, based in Indianapolis, IN, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Mindset Asset Management's annual management fee for investment management and consulting services ranges up to 1% annually. The fee is assessed and/or charged quarterly in advance, based on the value of the account at the end of the billing period. Fees can also be assessed as an hourly fee or a one-time consulting fee.

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Location

8275 Allison Pointe Trail, Suite 230, Indianapolis, IN, 46250

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History

Regulatory History (1)
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Customer Dispute
March 2010
Settled
Employment History
Current Registrations
Mindset Asset Management, LLC
October 2025 - Present · 7 mos
Mindset Wealth Management, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Sheaff Brock Investment Advisors, LLC
July 2014 - March 2024 · 9 yrs 8 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.