Top financial advisors in Terre Haute, IN
We’ve curated a list of the best financial advisors in Terre Haute, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$131,592,526
Number of advisors
4 advisors
| $131,592,526 | 4 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 Terre Haute, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Terre Haute. 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.
Wabash Capital, Inc.
Wabash Capital, Inc. is a Registered Investment Adviser established in 1997, specializing in fee-only investment management services. The firm manages discretionary investment portfolios for various clients, including individuals, trusts, corporations, pensions, and 401(k) plans. Wabash Capital's investment strategy focuses on long-term investment approaches, utilizing individual stocks, bonds, ETFs, and mutual funds. The firm employs fundamental research and a top-down approach to construct risk-based portfolios tailored to each client's investment objectives and risk profile. For non-401(k) accounts, fees are based on a percentage of assets under management, ranging from 1.50% to 0.25%, with no minimum fee. The firm does not accept performance-based fees and does not receive compensation from fund companies or brokerage firms. Wabash Capital exercises investment discretion for most client accounts, allowing them to buy and sell securities without prior client approval. The firm emphasizes ethical conduct, with a code of ethics that prioritizes client interests and prohibits conflicts of interest. Wabash Capital does not have custody of client assets, which are held by an independent custodian. The firm conducts regular reviews of client accounts and provides detailed quarterly statements and annual performance reports. Clients have the option to direct certain investments with a signed letter of direction. The firm's officers have no disciplinary history and are dedicated to acting in the best interests of clients. For more information, visit www.wabashcapital.com.
$131,592,526 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio 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 Terre Haute, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Terre Haute. 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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