EP
EP

Emily Pyle

8 Years of Experience
Indianapolis, IN

Emily Pyle is a registered investment advisor at Woodley Farra, based in Indianapolis, IN, with 8 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,529 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,529 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.50%

All advisory fees are negotiable between the Firm and a client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8555 N. River Road, Suite 400, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Emily is the owner of record for Elm Appraisals, LLC and co-owner of RicoRed, LLC, both real estate properties since 2010. She dedicates minimal time to each of these businesses.

Employment History
Current Registrations
Woodley Farra
December 2017 - Present · 8 yrs 5 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.