| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee is negotiable based on various factors.
SIAS charges a maximum annual wrap fee of 1.50% of assets under management. This fee covers both portfolio management and transaction costs. The fee is negotiable based on factors such as total account value, complexity of planning, investment allocation, customer loyalty, and personal relationships. Fees are paid quarterly in advance, and refunds are prorated upon termination. There is no account minimum.
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
Get directionsSean is involved in several business activities, including non-variable insurance sales, seminar speaking, estate planning services, real estate, tax advisory services, and authorship. He also owns Summit Investment Advisors and Summit Estate Planning, LLC.