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+ | 1.50% |
Fee is negotiable based on various factors.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
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 provides investment advisory services through Summit Investment Advisors, dedicating full-time hours to this activity. He is also a registered representative of LPL Financial and spends about 10-20% of his time on insurance sales.