Lindsey Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,300,726
Total clients
171
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
171
Average account size
$118,718
About
Lindsey Wealth Management is an independent registered investment adviser offering discretionary and non‑discretionary portfolio management, financial planning and consulting, and referrals to third‑party money managers. Its client base includes individuals (including high‑net‑worth clients), trusts and charitable organizations, and corporations or business entities, and the firm’s principal also implements insurance and annuity recommendations in a separate, commission‑based capacity.
The firm customizes advice through one‑on‑one interviews and written investment policy statements, constructing diversified portfolios primarily with exchange‑traded funds and model portfolios that are monitored and rebalanced on an ongoing basis. Its implementation emphasizes tactical asset allocation within predefined ranges—permitting modest shifts in cash or asset weights—and combines fundamental, technical and cyclical analysis; smaller accounts are invested in cost‑ and tax‑efficient passive ETF programs.
Noteworthy aspects include the firm’s engagement with corporate and charitable clients and its practice of referring assets to third‑party money managers, as well as the principal’s independent insurance‑agent activity, which can create commission‑based relationships outside the advisory agreement. The firm also participates in an institutional custodian program (Altruist) and discloses receipt of program benefits, a mix of institutional custody access and insurance sales that is less common among peers with similar asset levels.
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Lindsey Wealth Management
2801 N 6 Th St, Suite D
Vincennes IN 47591-3660, United States
Number of offices
1
Forms ADV
Quick links
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