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...
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Assets Under Mgmt

$647.25M

Investment Professionals

15

Locations

2

% 401K & Individual

23%

% Discretionary

71%
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
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