Aidan Finet is a CFP-designated registered investment advisor at Deerfield, based in Indianapolis, IN, with 5 years of industry experience. Aidan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 331 clients with $1.2B 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 $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.45% |
Standard fee schedules have evolved over the years and some clients are being charged a fee less than the standard fee schedules. Fees can be negotiated using factors such as the complexity of investment options, the total dollar value of the accounts under management, and the investment advisor representative providing services.
Fee Estimator
Location
310 E. 96th Street, Suite 375, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Deerfield
State Registrations3 states
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