Firm Information
Compensation
Number of Advisors
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Assets Under Management
Fee Structure
Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.
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Advisor Information
Office location
90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402
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No disclosures, customer disputes, or regulatory actions on file.
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Brian serves as an elected official for both the St Andrew Lutheran Church Endowment and the St Andrew Lutheran Church Council. He dedicates minimal time to these roles, advising on endowment funds and serving on the Church Council.