Cecily Stilley is a registered investment advisor at My-Financial-Advocate, based in Indianapolis, IN. Cecily 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 6 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Advocate Corporation's investment management fees are negotiable and can be asset-based, a flat dollar fee, or a one-time project-based fee. Fees are calculated and charged quarterly. These fees cover advisory services only and are separate from other fees paid to independent money managers, custodians, brokers, and other service providers. The specific fee structure is defined in the Investment Advisory Agreement.
Location
4839 Mallard View Lane, Indianapolis, IN, 46226
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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
Oneadvocate Financial LLC
My-Financial-Advocate
State Registrations1 state
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