Jeffrey Gardner is a registered investment advisor at Mfg Wealth Management, INC., based in Indianapolis, IN, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 346 clients with $110M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Negotiable annual fee ranges from 1% to 2%, depending on the size and complexity of a client's account.
Fee Estimator
Location
6920 South East St, Ste E, Indianapolis, IN, 46227
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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
Mfg Wealth Management, INC.
State Registrations1 state
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