Brad Neugebauer is a registered investment advisor at Balefire, LLC, based in Sioux Falls, SD, with 28 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire charges an ongoing fee based on the total value of your portfolio, including cash and investments. The fee is calculated quarterly and deducted directly from your account in advance.
- Asset management fee — Varies based on the scope and complexity of your situation, and is negotiated directly with you.
- Platform fee — An additional 0.25% per year is assessed to cover technology, portfolio accounting, and reporting services (often waived for ultra-high-net-worth clients).
- Other investment costs — You will also pay separate fees to third-party investment managers or mutual fund companies if your portfolio includes their products, typically ranging from 0.08% to 0.60% per year, plus trading ticket charges from your custodian.
Location
6045 South Louise Avenue, Suite 201, Sioux Falls, SD, 57108
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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 →Other Business ActivitiesSells Insurance
Brad is a partner and investment advisor representative at VisionPoint Advisory Group, dedicating nearly full-time hours to this role. He also works as an agent selling fixed/traditional insurance products and sells insurance through Lion Street, spending minimal time on each of these insurance-related activities.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fuse Partners, LLC
LPL Financial LLCBroker
Principal Securities, INC.Broker
State Registrations10 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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