Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Eley-Graham-Austgen Financial Advisory Services provides financial planning services, organizing client goals into understandable plans. They offer reports for net worth, asset allocation, retirement analyses, and more. The firm does not manage investment advisory or broker-dealer accounts and has no assets under management.
Semi-annual reviews are offered for 20% of the initial financial planning fee, capped at $600 per year. The annual fee increases by 4% each year, based on the initial retainer fee, but is capped at $600 annually.
Initial comprehensive financial plans range from $1,500 to $4,500 and upward, depending on investment assets. Selective financial planning services are offered on a flat fee basis, generally $350 or under. A modified financial plan is billed at an hourly rate of $175/hour for the financial advisor and $75/hour for administrative staff.
One Professional Center, 2100 N. Main Street, Suite 202, Crown Point, IN, 46307