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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 427 clients with $780M 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 $500K | 1.30% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
Fees are negotiable for accounts over $25,000,000. Standalone investment management without planning receives a 30% discount on these rates.
Fee Estimator
Contact
Katie Fischer
Location
Indianapolis, IN
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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 →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.
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