Advisor at Lindsey Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lindsey Wealth Management
Location
Vincennes, IN 47591-3660
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
17 years
Fixed fees for financial planning and consulting services ranging from $500 to $5,000
$0 - $100,000: 1.800% annually $100,000 - $500,000: 1.600% annually $500,000 - $1,000,000: 1.500% annually $1,000,000 - $2,500,000: 1.250% annually $2,500,000 - $5,000,000: 1.150% annually $5,000,000 - $20,000,000: 1.000% annually $20,000,000+: 0.750% annually
$250 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Asset management fees up to 2.0% negotiable; hourly financial planning and consulting fees $250/hour; fixed fees for planning and consulting services from $500 to $5,000
Lindsey Wealth Management LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Vincennes, IN
Edward Jones
Series 66
Vincennes, IN
Edward Jones
Series 66
Lawrenceville, IL
Edward Jones
Series 63, Series 65
Vincennes, IN
Edward Jones
CFP®, Series 66
Vincennes, IN
Edward Jones
Series 66
Vincennes, IN
KCPAG Financial Advisors LLC
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