BR
CFA
BR
CFA

Brian Michael Reilly

13 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
294 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Centre Pointe Drive, Roseville, MN, 55113

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History

Regulatory History
Clean regulatory record

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.

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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
April 2012 - Present · 13 yrs 10 mos
State Registrations4 states
COILMNWI
Advisor
Exams
No exam information available for this advisor.