James Wenglikowski
James Wenglikowski is a CFP-designated registered investment advisor at Elser Financial Planning, INC., based in Indianapolis, IN, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 584 clients with $2.1B 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 | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Clients with investments of less than $1 million may be subject to a minimum annual investment management fee of $8,500. Investment management fees will not exceed 2% of billable asses. Investment management fees may be waived or discounted at Elser Financial Planning's sole discretion, and are not charged on Elser Financial Planning employee accounts.
Fee Estimator
Contact
James Wenglikowski
Location
8900 Keystone Crossing, Suite 450, 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
Elser Financial Planning, INC.
State Registrations1 state
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