Bryan Alexander is a registered investment advisor at Silver Oak Securities, INC., based in Portland, IN, with 33 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1 West High Street, P.O. Box 801, Portland, IN, 47371
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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.
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Bryan works full-time as an IAR for Capital Cities Investments, offering fee-based advice and asset management. He also owns Alexander Properties, LLC, which is currently empty, serves as Exalted Ruler for the Portland Elks Lodge, and is a member of the Jay County Indiana Council.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Capital Cities Investments
Previous Registrations
Triad Advisors LLCBroker
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
State Registrations9 states
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