BM
BM
Brent Mick
23 Years of Experience
Elk Grove, CA
1 Disclosure
Brent Mick is a registered investment advisor at Strategic Retirement Advisors, LLC, based in Elk Grove, CA, with 23 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,258 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1,258 clients
Average Client Portfolio
$170K average
Assets Under Management
$214.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.15% |
Fees are generally negotiable. Workplace retirement plan fee schedule differs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9245 Laguna Springs Drive, Suite 200, Elk Grove, CA, 95758
Get directionsHistory
Regulatory History (1)
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Civil
January 2016Pending
Employment History
Current Registrations
Strategic Retirement Advisors, LLC
May 2007 - Present · 18 yrs 11 mos
Previous Registrations
ICMA Retirement CORP
September 2002 - May 2007 · 4 yrs 8 mos
State Registrations2 states
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Advisor
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Exams
No exam information available for this advisor.