Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $500 to $5,000, depending on the scope and complexity of services. Investment management fees are negotiable and vary based on the advisor's relationship with the client, portfolio size, and services provided, with a maximum of 2.95%. Amplify Separately Managed Account Manager Fees range from 0.20% to 1.50%, billed quarterly in advance. Continuum Advisory retains a portion of these fees, ranging from 0.00% to 0.20%. Retirement plan consulting fees are either fixed (up to $40,000) or asset-based (0.15% to 1.00%).
Areas of Practice
Advisor Information
Office location
873 E. State Street, Eagle, ID, 83616
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 Activities
Brandon works for Wealth Management Associates as an IAR and Registered Admin, dedicating full-time hours to trading and administrative duties. He also works for Osaic Wealth Management as a nonregistered admin, spending about 10-20% of his time on administrative duties.