Ty Williams is a registered investment advisor at Curry Webb Wealth Management LLC, based in Indianapolis, IN, with 2 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 210 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable to a lesser amount for large accounts. There is a $4,000 minimum annual fee for financial planning and investment advisory services.
Fee Estimator
Location
500 E 96th Street, Suite #140, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Curry Webb Wealth Management LLC
State Registrations1 state
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