Harley Shanklin
Harley Shanklin is a registered investment advisor at Foundations Investment Advisors LLC, based in Indianapolis, IN, with 11 years of industry experience. Harley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
777 Beachway Dr, Ste 108, Indianapolis, IN, 46224
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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 ActivitiesSells Insurance
Harley is a rep/agent in training at RDW Financial Group since 2014, dedicating full-time hours. He also serves as a medic and OCT in the U.S. Army Reserve, spending about 10-20% of his time, and is the finance chair and acting treasurer for Folds of Honor Indiana, a charitable non-profit, dedicating a few hours per week. Harley also advises clients on debt elimination and retirement savings using whole life insurance as an agent for Your Family Bank, spending about 10-20% of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
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.