Bedel Financial Consulting Inc

Bedel Financial Consulting, Inc. is a registered investment adviser established in 1989 and incorporated in 1993. The firm specializes in providing customized portfolio management and financial planning services to individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. Bedel Financial Consulting, Inc. operates as a fiduciary, obligated to act in the best interest of clients at all times. The firm manages client assets on a discretionary basis totaling $1,808,290,368 as of December 31, 2022. For managing investment advisory accounts, fees are based on assets under management and are paid quarterly in advance. The fee structure is tiered, with an annual fee ranging from 1.05% for assets up to $1,000,000 to 0.25% for assets over $10,000,000. Financial planning services are offered as part of the investment account management service, with additional financial planning available for a negotiable fixed fee. Bedel Financial Consulting, Inc. does not charge performance-based fees and does not engage in side-by-side management of accounts. The firm's investment strategies involve fundamental, technical, and quantitative analysis, focusing on various types of investments including mutual funds, exchange-listed securities, and insurance products. Bedel Financial Consulting, Inc. does not have any disciplinary events related to its business. The firm emphasizes maintaining high ethical standards and client interests through its Code of Ethics. Clients have the option to vote proxies for their securities, as the firm does not retain voting authority. Bedel Financial Consulting, Inc. values client confidentiality and privacy, ensuring that all personal and financial information is held in strict confidence. For more information, clients can contact the firm at 317-843-1358 or visit www.bedelfinancial.com.