Felipe Correa
Felipe Correa is a registered investment advisor at Gradient Investments, LLC, based in Indianapolis, IN, with 2 years of industry experience. Felipe 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 26,806 clients with $8.8B 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 | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Location
7820 Innovation Blvd, Indianapolis, IN, 46278
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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 →Other Business ActivitiesSells Insurance
Felipe is the President/Owner and Investment Advisor Representative for Baeza Financial Solutions, providing investment advisory services, dedicating a few hours per week. He is also a Finance Manager for Caris Financial Holdings and an Insurance Agent for American Senior Benefits, selling life and health insurance, spending about 10-20% of his time on each activity. Finally, Felipe spends minimal time as the Owner of Baeza Financial Solutions, LLC, providing consulting services.
Employment History
Current Registrations
Gradient Investments, LLC
Civitas Financial LLC
Previous Registrations
Gradient Advisors, LLC
Integrity Alliance, LLC
State Registrations4 states
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
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