Sarah Mahaffa is a CFP-designated registered investment advisor at Bedel Financial Consulting INC, based in Indianapolis, IN, with 17 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,162 clients with $2.9B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
In certain cases, there is a minimum annual fee of $5,000 depending on the nature of services to be provided, types of investments, portfolio makeup and/or the complexity of the client’s situation. This could be higher than 1.00% for client accounts under $500,000. The Adviser reserves the discretion to waive or adjust fees/minimums as they deem appropriate.
Fee Estimator
Location
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240
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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
Bedel Financial Consulting INC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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