Stephen Engel is a registered investment advisor at Siol Wealth Advisors, based in Minneapolis, MN, with 32 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $38M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
Minneapolis, MN
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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 →Employment History
Current Registrations
Siol Wealth Advisors
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Firstar Investment Services,inc.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
Fortis Investors, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations1 state
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