Jeffrey Vogel
Jeffrey Vogel is a registered investment advisor at Investment Advisors of Indianapolis INC, based in Indianapolis, IN, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Institutional fixed income accounts are charged differently: 0.60% of the first $1,000,000 and 0.30% of the amount over $1,000,000, subject to a $6,000 minimum fee. Fees are subject to negotiation.
Fee Estimator
Location
9302 North Meridian Street, Suite 333, Indianapolis, IN, 46260
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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
Investment Advisors of Indianapolis INC
Previous Registrations
Investment Advisors of Indianapolis INC
State Registrations1 state
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