Brian D. Muller

Xypn Invest

28 Years of Experience

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Firm Information

Xypn Invest

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

40 advisors

Number of Clients

325 clients

Average Client Portfolio

$988K average

Assets Under Management

$321.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:Up to $50,000

Hourly Rate:Up to $450/hr

Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.

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Areas of Practice

Retirement PlanningEducation PlanningFinancial Planning & CoachingTax PlanningEstate PlanningCharitable GivingInvestment ManagementHigh Net Worth

Advisor Information

Office location

Woodbury, MN

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Regulatory History (1)

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Employment Separation After Allegations

February 2024

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Other Business Activities

Brian is the Executive Director of the Amie Muller Foundation, a non-profit organization supporting families affected by pancreatic cancer, dedicating minimal time to this activity. This work is done in honor of his late wife.