Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.50% |
Schwab Intelligent Portfolios® platform fee. The fee for Fidelity Automated Managed Platform is 0.65% (65 bps), which includes access to eMoney.
Fee Estimator
SIP charges an annual advisory fee based on the assets managed, including cash balances and accrued interest. The fees are non-negotiable and payable quarterly in arrears. The fee for Schwab Intelligent Portfolios® is 0.50% (50 bps). The fee for Fidelity Automated Managed Platform is 0.65% (65 bps), which includes access to eMoney. Clients also pay the ongoing expenses of the mutual funds or ETFs within their portfolio.
Areas of Practice
Advisor Information
Office location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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
Brian is the CEO of SEIS, LLC, which focuses on fixed insurance, and spends minimal time on this. He also owns rental real estate and Malibu 3-Day Eventing, LLC, dedicating minimal time to each, and is the CEO of two affiliated RIAs, SEIA (nearly full-time) and SIA LLC (a few hours per week).