Jeffrey Messer is a registered investment advisor at Baker Tilly Wealth Management, LLC, based in Indianapolis, IN, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 601 clients with $4.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
8365 Keystone Crossing, Ste 300, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey spends 100% of his time on advisory services with Baker Tilly Wealth Management, LLC. His salary and variable compensation are paid by Baker Tilly.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
Baker Tilly Investment Services
Umbaugh Cash Advisory Services, LLC
State Registrations2 states
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