Pampel & Associates, Inc. is a registered investment advisor based in Monticello, Indiana, originally founded in 1992. The firm offers ongoing portfolio management with discretionary authority, tailoring investment strategies to each client's specific financial situation, risk tolerance, and goals. In addition to investment management, Pampel & Associates provides broad-based financial planning and consulting services covering cash flow analysis, retirement planning, insurance reviews, estate planning, and charitable giving. The firm also offers specialized services for employee benefit plans and qualified retirement plans. Clients can access personalized guidance from experienced advisors, and the firm's professionals are also licensed to offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.75% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are negotiable. Household accounts may be combined to reach lower fee tiers. There is a $20 minimum annual fee.