Brian Muller is a registered investment advisor at Xypn Sapphire, based in Woodbury, MN, with 29 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B 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 | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Location
Woodbury, MN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2024Other Business Activities
Brian is the Executive Director of the Amie Muller Foundation, a non-profit organization supporting families affected by pancreatic cancer, dedicating minimal time to this activity. This work is done in honor of his late wife.
Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Total Wealth Advisors, LLC
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
Planco Financial Services, INC.Broker
Edward JonesBroker
Olde Discount CorporationBroker
State Registrations1 state
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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