Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIS charges a management fee of up to 1.75% of assets under management annually for discretionary portfolio management. A limited select group of clients may be charged up to 2.0% annually. Fees are billed monthly in arrears. Financial planning services are compensated via hourly fees (minimum $300 per plan) or fixed fees, negotiated in advance. Clients may also incur transaction fees charged by custodians. The firm requires a minimum of $25,000 to open an account, which may be waived.
Areas of Practice
Advisor Information
Office location
18 Crow Canyon Court, Ste 280, San Ramon, CA, 94583
Get directionsRegulatory History (2)
Judgment / Lien
June 2017Regulatory
December 2006Other Business ActivitiesSells Insurance
Albert operates Fortress Financial Group, providing financial planning and educational seminars, taking about 40% of his business hours. He also sells fixed insurance products through RXD Insurance Group and Tier One Management Group, and markets investment advisory and fixed insurance services as a franchise owner of The Retirement Income Source, dedicating about 30% of his business hours to each.