Kirstyn Simon is a CFP-designated registered investment advisor at Fi3 Financial Advisors, LLC, based in Indianapolis, IN, with 9 years of industry experience. Kirstyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 242 clients with $930M 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 $5.0M | 0.65% |
| $5.0M - $15.0M | 0.45% |
| $15.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
The value of nontraditional assets such as real estate, private equity, hedge funds and other alternative investments may be included for purposes of calculating our advisory fee.
Fee Estimator
Location
8900 Keystone Crossing, Suite 225, Indianapolis, IN, 46240
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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 Activities
Kirstyn is an owner/partner in Clementine Properties, LLC, a business that holds rental property. She maintains the home, dedicating minimal time to this activity, which is unrelated to her securities trading hours.
Employment History
Current Registrations
Fi3 Financial Advisors, LLC
Previous Registrations
Range Advisory, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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