Goelzer Investment Management

Assets Under Management

$3.8B

Number of Clients

877

Number of Advisors

22

Average Client AUM

$4.4M

AUM per Advisor

$174.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Goelzer Investment Management provides investment advisory services to private and institutional clients. Services include discretionary and non-discretionary asset management, and consulting services. The firm offers comprehensive wealth management to high-net-worth individuals and custom-tailored portfolios to institutions.

Fee Structure

Minimum Investment:$1M
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location

10 East Main Street, Suite 110, Carmel, IN, 46032

22 Advisors at this firm

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