Kara Hieser is a registered investment advisor at Park + Elm Investment Advisers, based in Carmel, IN, with 20 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 264 clients with $88M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Park and Elm may discount the management fee charged to any client. Park and Elm also offers investment management through American Funds Service Company at a flat 1.00% annually.
Fee Estimator
Location
571 Monon Blvd., Suite 200, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Park + Elm Investment Advisers
Previous Registrations
Webb Financial Advisors
State Registrations1 state
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