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Lji Wealth Management, Llc
Indianapolis, Indiana
5.0
4 Reviews
LJI Wealth Management, LLC, based out of Indianapolis, IN, is a local investment advisory firm with a reputation for providing exceptional financial services. With a team of 15 experienced professionals, they specialize in offering comprehensive investment advisory services to their clients. Each investment advisor at LJI Wealth Management, LLC handles an average of $88,810,000 in assets under management, which is on par with the industry average.
The firm's compensation structure is flexible, allowing clients to choose from various options such as a percentage of assets under management, hourly charges, and fixed fees. LJI Wealt...see more
Assets Under Mgmt
$647.25M
Investment Professionals
15
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
- Other Financial product salesperson
Reviews for Lji Wealth Management, Llc
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