Kevin Alerding is a registered investment advisor at Indie Asset Partners, LLC, based in Carmel, IN, with 7 years of industry experience. Kevin 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, Retirement Planning, and 1 more. Their firm serves 360 clients with $720M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Clients retained prior to August 2024 may pay investment advisory fees based on different asset breakpoints which may result in a lower overall standard fee schedule. IAP, at its discretion, makes exceptions to the foregoing or negotiates special fee arrangements, including but not limited to a flat fee schedule, where IAP deems it appropriate under the circumstances.
Fee Estimator
Location
10 East Main Street, Suite 220, Carmel, IN, 46032
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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.
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Kevin is a member of Indie Diversified Partners, LLC, and dedicates a few hours per week to this investment-related activity. He also serves as Trustee/Chair of the Investment Committee for Cathedral High School and Director/President of the Cathedral High School Foundation, Inc., spending minimal time on these investment-related roles, and is "of counsel" with Lewis Wagner LLP, dedicating about half his time to this non-investment related activity.
Employment History
Current Registrations
Indie Asset Partners, LLC
State Registrations1 state
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