| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee is negotiable based on account value, complexity of planning, investment allocation, customer loyalty, and personal relationship.
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
Get directionsNo 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 →Brian provides investment advisory services through Summit Investment Advisors, dedicating full-time hours to this activity. He is also a registered representative of LPL Financial and spends about 10-20% of his time on insurance sales.