Brandon Small
Brandon Small is a CFA, CFP-designated registered investment advisor at Invested Interests, LLC, based in Minneapolis, MN, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 49 clients with $7.6M 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 $250K | 1.50% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Location
1330 Lagoon Ave, Suite 820, Minneapolis, MN, 55408
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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
Brandon is a registered investment advisor in Minnesota since 2013 and was previously registered in California. He also sells insurance products, including fixed income, fixed annuities, life, and health insurance since 1999.
Employment History
Current Registrations
Invested Interests, LLC
Previous Registrations
Crane Capital Management LLC
Invested Interests
Lyon and Small Investors, INC.
Financial West Investment Group, INC.
State Registrations2 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.