Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Clients pay an asset-based wrap fee that covers financial advice, active portfolio management, and ticket charges. The maximum annual fee rate is 2.0%. SI imposes a minimum annual fee of $1,500 per household unless otherwise negotiated. Both asset breakpoints and the fee applied at each tier may be negotiable. Fees are billed monthly in advance. Institutional retirement plans are subject to a flat fee determined by a bidding process and subject to negotiation.
Areas of Practice
Advisor Information
Office location
Hauser, ID
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a direct writing agent for ECC Financial, an insurance agency, spending about 10-20% of his time on this activity, with a few hours per week during securities trading hours. He also acts as a trustee for the Donald C. Meyer, Jr. Revocable Trust.