Fi3 Financial Advisors, LLC operates as a registered investment advisor and multi-family office based in Indianapolis, Indiana. The firm serves as a family Chief Financial Officer, offering comprehensive wealth management that integrates investment management, tax planning, estate and wealth transfer planning, liability management, and family leadership coaching. Fi3 builds customized portfolios using mutual funds, exchange-traded funds, and private investments, working closely with clients to align their investments with personal and family goals. The firm primarily serves high-net-worth individuals and families.
Assets Under Management$1.1B
Clients258
Advisors9
Avg. per Client$4.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5.0M - $15.0M | 0.45% |
| $15.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
Fees are charged quarterly in advance. A base cost of service also applies depending on family net worth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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