Brett Saddler
Brett Saddler is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 21 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Brett is an independent contractor for DBS Insurance, selling insurance outside of IFG. He dedicates minimal time to this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
The Ameriflex Group
Osaic Wealth, INC.Broker
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Balboa Wealth Partners, INC.
Integrity Brokerage Services, INC.Broker
Mf Management
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Stockshield, INC.Broker
Equinox Securities, INC.
Equinox Securities, INC.Broker
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Stock USA, INC.Broker
Donner CORP. InternationalBroker
State Registrations6 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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