Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on a percentage of assets under management, as detailed in various fee schedules (Schedules 1-7). Each advisor representative can select the schedule that best aligns with client needs. Fees are billed monthly in arrears based on the average daily balance. Financial planning fees are either fixed (ranging from $100 to $100,000) or hourly (ranging from $100 to $500 per hour), both negotiable and billed in arrears. Consulting fees range from 0.50% to 1.00% annually on assets held at Mutual Securities, Inc.
Areas of Practice
Advisor Information
Office location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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 a licensed insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this. He also works as a Regional Development Officer for the Oregon Business Development Department, taking about half of his time, and is a real estate broker, spending a few hours per week on this activity.