Firm
Spyglass Investment Management
Terre Haute, Indiana
Fee-only
Spyglass Investment Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 511 individual clients, 86 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 789 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Terre Haute, Indiana |
|---|---|
| Website | spyglassinvestmentmanagement.com |
| Phone | (812) 238-8484 |
Spyglass Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% on the first $1,000,000 ($0 - $1,000,000)" source
"1.00% on the first $1,000,000 ($0 - $1,000,000)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $156 million |
| Individual clients | 425 |
| High-net-worth clients | 86 |
| Accounts managed | 789 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-133745) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 122594 |