Assets Under Management
$632.5M
Number of Clients
1,352
Number of Advisors
6
Average Client AUM
$468K
AUM per Advisor
$105.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SIAS manages client accounts through a wrap fee program, charging a single fee for portfolio management and transaction costs. Fees are negotiable based on factors like account value and planning complexity. SIAS primarily recommends stock and bond mutual funds and ETFs.
| 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