Indy Wealth Solutions manages investment portfolios and provides financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Indy Wealth Solutions tailors services to each client's financial situation and goals.
Assets Under Management$3.8M
Clients71
Advisors1
Avg. per Client$54K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $500K | 1.00% |
| $500K+ | 0.90% |
Fees are negotiable based on financial standing and intended additional assets.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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