Marc Caskey is a PFS-designated registered investment advisor at Pile Wealth Management, based in Indianapolis, IN. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
For both for-profit and not-for-profit institutions with managed account balances in excess of $5,000,000, Pile Wealth Management offers a different fee schedule: For the first $40,000,000: 0.20%, For amounts above $40,000,000: 0.05%. Generally, not-for-profit institutional clients with managed account balances less than $5,000,000 receive a discount of fifteen percent (15%) from Pile Wealth Management’s standard fee schedule.
Fee Estimator
Location
One Indiana Square, Suite 1200, Indianapolis, IN, 46204
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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
Pile Wealth Management
State Registrations1 state
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