Fiduciary advisors in South Bend, IN

4 registered advisers

South Bend's 4 SEC-registered fiduciary firms offer services ranging from wealth management, retirement income strategies, and estate coordination. 4 are fee-only.

CERES PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Bend, IndianaCRD #290937
Typical Fee--
AUM$1.8B
Minimum--
Clients5

GAP ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
South Bend, IndianaCRD #309925
Typical Fee--
AUM$270M
Minimum--
Clients2

KESTREL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Bend, IndianaCRD #153503
Typical Fee--
AUM$144M
Minimum--
Clients214

WALTER KEENAN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Bend, IndianaCRD #104838
Typical Fee--
AUM$845M
Minimum--
Clients418
Fiduciary Advisors in South Bend, Indiana | FiduciaryListings