Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers various advisory programs with different fee structures. The Summit Program charges up to 1.00% annually of the managed assets, potentially negotiable. The Vantage Program charges commissions based on a standard schedule. Wrap fee programs are also available through Stifel, detailed in a separate brochure. Clients are encouraged to review all available options with their financial advisor.
Areas of Practice
Advisor Information
Office location
1240 East 2100 South, Suite 400, Salt Lake City, UT, 84106
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.
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Brian owns and manages Happy Days, LLC, a personal LLC for inherited property, and is the Vice Commodore of Bear Lake Yacht Club. He also serves as Trustee for Arc Wealth Management LLC 401k PSP, Owner of ARC Wealth Management, LLC and BTC Advisors LLC, and part owner/CFO of Legacy Marine, LLC, a boatyard, dedicating about 10% of his time to the latter.