Top financial advisors in Greenwood, IN
We’ve curated a list of the best financial advisors in Greenwood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$183,177,087
Number of advisors
6 advisors
| $183,177,087 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Bischoff Wealth Management Group, LLC
Bischoff Wealth Management Group, LLC is an SEC registered investment adviser offering holistic wealth management services, including financial planning, consulting, and investment management. Established in 2015 and owned by Brian Bischoff, the firm manages $195,994,558 in assets on a discretionary basis. Clients receive tailored investment advice, with assets allocated among mutual funds, ETFs, individual securities, and private placements. The firm may also advise on legacy positions and other investments, providing ongoing consultation to align portfolios with client profiles. BWMG sponsors the Bischoff Wealth Management Group Wrap Program, offering wrap fee services. Fees range from 0.20% to 1.50% annually, prorated quarterly based on assets under management. Clients may make additions and withdrawals, with fees debited directly from accounts. BWMG does not charge performance-based fees and serves various client types without imposing minimum account requirements. The firm utilizes technical and cyclical analysis for investment strategies, emphasizing risk management. Clients receive regular account reviews and reports, with BWMG exercising investment discretion on behalf of clients. The firm does not vote client securities and does not accept compensation for client referrals. BWMG discloses its brokerage practices, including the use of TradePMR for brokerage and clearing services, with benefits received disclosed and managed to mitigate conflicts of interest.
$183,177,087 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greenwood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greenwood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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