Kathleen Tranovich
Kathleen Tranovich is a CFP-designated registered investment advisor at Elser Financial Planning, INC., based in Indianapolis, IN, with 10 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 584 clients with $2.1B 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 | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Clients with investments of less than $1 million may be subject to a minimum annual investment management fee of $8,500. Investment management fees will not exceed 2% of billable asses. Investment management fees may be waived or discounted at Elser Financial Planning's sole discretion, and are not charged on Elser Financial Planning employee accounts.
Fee Estimator
Contact
Kathleen Tranovich
Location
8900 Keystone Crossing, Suite 450, 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
Elser Financial Planning, INC.
Previous Registrations
Cherry Tree Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams