SDM Investments, LLC fees and pricing
Financial planner in Merrillville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2023, SDM Investments, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“SDM assesses an hourly rate of $150.00 for consulting related services and/or modular financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SDM Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event there are any prepaid unearned fees, SDM will promptly refund a pro-rat a share to the client.”
- “Accounts opened or closed in mid-month will be assessed or refunded a pro-rata management fee.”
- “Fees are payable monthly, such fees may be deducted from the client's account(s) monthly and within fifteen (15) days following the expiration of the month for which said fees apply.”
How SDM Investments, LLC’s fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
About SDM Investments, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $7,717,047
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 140325
- Phone
- (888) 988-0858
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.