Audrey Bruch is a registered investment advisor at Allworth Financial, L.P., based in Indianapolis, IN, with 15 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
8801 River Crossing Blvd, Suite 100, Indianapolis, IN, 46240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Audrey is the Chief Compliance Officer for multiple Registered Investment Advisors: Salzinger Sheaff Brock, LLC (about 10-20% of her time), Innovative Portfolios, LLC (about a quarter of her time), SBAuer Funds, LLC (about 10-20% of her time), Trust Advisors, LLC (minimal time), and Sheaff Brock Investment Advisors, LLC (minimal time). All of these roles began between 2017 and 2019.
Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Sheaff Brock Investment Advisors, LLC
Wallington Asset Management
Winthrop Capital Management
State Registrations1 state
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