| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by WIA and the Client. In certain circumstances, fees may be negotiated.
Indianapolis, IN
Get directionsNo 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 →Richard is the President of TCMtests, LLC, an online test prep website, and President and Physician at Feely, LTD, an osteopathic medical practice. He also serves as President of Osteopathic Physician Care, LLC, which provides concierge medicine services; these activities take up a significant amount of Richard's time.