Assets Under Management
$2.5B
Number of Clients
1,101
Number of Advisors
17
Average Client AUM
$2.2M
AUM per Advisor
$145.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bedel Financial Consulting is a fee-only RIA offering portfolio management and financial planning. They provide advice on various investments, including securities, mutual funds, ETFs, and alternative investments. As a fiduciary, they act in the client's best interest. They use fundamental, technical, and quantitative analysis. The firm manages accounts on a discretionary basis.
| Assets Under Management | 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% |
Minimum annual fee of $5,000 in certain cases, which could result in a higher than 1.00% fee for accounts under $500,000. The Adviser reserves the discretion to waive or adjust fees/minimums as they deem appropriate.
8940 River Crossing Blvd., Suite 120, Indianapolis, IN, 46240