Kory Fay
Kory Fay is a CFP-designated registered investment advisor at Goelzer Investment Management, based in Carmel, IN, with 10 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Athletes & Entertainers, Business Owners, Charitable Giving, and 7 more. Their firm serves 695 clients with $4.5B 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 | 1.50% |
Private client fees generally range from 0.50% to 1.50% of assets under management with a standard annual minimum fee of $10,000. Institutional client fees range from 0.10% to 0.75%. Fees are negotiable.
Fee Estimator
Location
10 East Main Street, Suite 110, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
Regulatory
January 2022Other Business ActivitiesSells Insurance
Kory is a currently licensed insurance agent but is not actively seeking additional business.
Employment History
Current Registrations
Goelzer Investment Management
Previous Registrations
Change Path LLC
Edu Wealth Advisors LLC
Preservation Wealth Advisors LLC
Edu Wealth 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
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