Nicholas Rosebraugh
Nicholas Rosebraugh is a CFP-designated registered investment advisor at Bedel Financial Consulting INC, based in Indianapolis, IN, with 2 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,162 clients with $2.9B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
There is a minimum annual fee of $5,000 in certain cases, which may result in an effective rate higher than 1.00% for accounts under $500,000. Fees are negotiable.
Fee Estimator
Location
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Financial
November 2021Employment History
Current Registrations
Bedel Financial Consulting INC
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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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