Brian
Shupe
Windsor Wealth Management, Inc
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About this Advisor
Brian Shupe is a chartered financial analyst based in Indianapolis, Indiana who has 25 years of industry experience. Shupe is an advisor for Windsor Wealth Management, Inc. They have spent the entirety of their time as a financial advisor at Windsor Wealth Management, Inc. Shupe holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Indiana and Texas. Windsor Wealth Management, Inc is a firm based out of Indianapolis, IN. It handles $1 billion in assets under management between its 2,739 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 2,739 accounts, 32% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on the type of services provided. Fee types charged by Windsor Wealth Management, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Windsor Wealth Management, Inc Brokerage Details
$1,372,703,219
14
2,739
$501,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Shupe Work History
Brian has been registered as a financial advisor for 25 years.*
Windsor Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Shupe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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