Brian Reilly is a CFA-designated registered investment advisor at Ehlers, based in Roseville, MN, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 283 clients with $3.2B 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 $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
3060 Centre Pointe Drive, Roseville, MN, 55113
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Regulatory 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
Brian works as a municipal advisor for Ehlers & Associates, advising clients on debt issuance, financial planning, and economic development. He dedicates nearly all of his time to this role.
Employment History
Current Registrations
Ehlers
State Registrations4 states
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