Katie Fischer
Katie Fischer is a CFP-designated registered investment advisor at Market Street Wealth Management Advisors, LLC, based in Indianapolis, IN, with 11 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 2 more. Their firm serves 419 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Street Wealth Management Advisors offers investment management services where your fee is based on a percentage of the value of your portfolio.
Wealth Management (includes financial planning)
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $1,625.00
Investment Management without Planning
- Up to $500,000: 0.91% per year
- $500,000 to $1,000,000: 0.56% per year
- $1,000,000 to $5,000,000: 0.45% per year
- $5,000,000 to $10,000,000: 0.32% per year
- $10,000,000 to $25,000,000: 0.25% per year
- Over $25,000,000: Negotiable
Minimum quarterly fee of $900.00
Foundations Program
- Up to $500,000: 1.30% per year
- $500,000 to $1,000,000: 0.80% per year
- $1,000,000 to $5,000,000: 0.65% per year
- $5,000,000 to $10,000,000: 0.45% per year
- $10,000,000 to $25,000,000: 0.35% per year
- Over $25,000,000: Negotiable
Minimum annual fee of $4,000.00
Clients who participate in the Vanguard program will pay an additional 0.20% advisory fee directly to Vanguard.
Contact
Katie Fischer
Location
3105 E 98th Street, Suite 170, Indianapolis, IN, 46280
Get directionsHistory
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 →Employment History
Current Registrations
Market Street Wealth Management Advisors, LLC
State Registrations2 states
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
Additional Information
Katie likes the personal role she plays in seeing clients succeed with their financial goals. Drawn to financial planning in college when she saw the impact of careful, numbers-based planning could have on people’s lives, she knew she’d found the right profession.