SBC Wealth Management, headquartered in Indianapolis, IN, is a local investment advisory firm with a team of 18 dedicated professionals. Out of these, nine specialize in providing investment advisory services to their diverse clientele. With an average of approximately $52,090,000 in assets under management per investment advisor, SBC Wealth Management falls within the industry average.
Their compensation structure offers various options, including a percentage of assets under management, fixed fees, commissions, and hourly charges, ensuring flexibility to suit individual client needs. Currently, SBC Wealth Management serves ove...
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Assets Under Mgmt
$878.35M
Investment Professionals
9
Locations
0
% 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
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