Bryan Alexander is a registered investment advisor at Silver Oak Securities, INC., based in Portland, IN, with 33 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
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
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
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- Andrew Houck, CFPEdward Jones