Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
554 clients
Average Client Portfolio
$542K average
Assets Under Management
$300.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.75%
$200K - $500K1.50%
$500K+1.00%

These annual fees shall be negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$175
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Location

50 Washington Street, Suite 3B, Columbus, IN, 47201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Kessler Investment Group, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Kessler Investment Group, LLC
January 2015 - November 2020 · 5 yrs 10 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.