Wealth Advisory Solutions, LLC

Wealth Advisory Solutions, LLC is an Indiana limited liability company established on May 25, 2017, offering investment advisory services such as financial planning, investment consulting, and asset management. The firm operates under various business names, including Intelligent Design Advisors, LLC, Cedar Wealth Partners, and The Monument Circle Group. The principal owners are Kim Custer, Steve Kyburz, Ty Needler, M. Chet Warren, Kyle Marburger, Rick Davis, Steven Smith, and Johnelle Smith. The firm's investment strategies include long-term purchases, short-term purchases, trading, and options, with a focus on strategic and tactical asset allocation. Clients are predominantly individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. The minimum account size for investment management services is $100,000, with a minimum quarterly fee of $250 if the account falls below this threshold. Wealth Advisory Solutions charges annual fees of up to 2.75% for discretionary assets and Managed Non-Discretionary Assets. The firm may reduce fees based on various factors and provides financial planning services on a project basis. Clients have the option of engaging the firm on a discretionary or non-discretionary basis, with the Adviser providing tailored investment strategies based on client objectives. The firm does not exercise proxy voting authority for clients and does not have custody of client funds or securities. Wealth Advisory Solutions maintains a privacy policy to protect clients' nonpublic personal information.