Brandt Wendland is a registered investment advisor at Efs Advisors, based in Willmar, MN, with 30 years of industry experience. Brandt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21,701 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Clients participating in the Managed by EFS program through Security Benefit Group are charged 0.96% from $0-$500,000 in assets under management. EFS Advisors Choice clients with account balances under $25,000 will pay EFS an administrative fee of $14 per year, to be deducted from their account balances at a rate of $3.50 per quarter. This administrative fee is in addition to the asset-based advisory fee. Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies.
Fee Estimator
Location
1520 Willmar Ave SE, Willmar, MN, 56201
Get directionsHistory
Regulatory History (2)
Financial
August 2017Customer Dispute
May 2014Other Business Activities
Brandt owns Wendland Woods, a woodworking business producing specialty bartops and tabletops. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Feltl & CompanyBroker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.