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Jeffrey Stier

11 Years of Experience
Apple Valley, MN

Jeffrey Stier is a registered investment advisor at RIA Advisory Group, LLC, based in Apple Valley, MN, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,618 clients
Average Client Portfolio
$282K average
Assets Under Management
$456.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management

RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.

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Location

14665 Galaxie Avenue, Apple Valley, MN, 55124

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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

Jeffrey is an attorney and president of Stier Law Offices, where he advises clients on estate planning and manages the law firm. This non-investment related business takes nearly all of Jeffrey's time.

Employment History
Current Registrations
RIA Advisory Group, LLC
November 2014 - Present · 11 yrs 5 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.
Jeffrey Stier - Financial Advisor | TrueAdvisor