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. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
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.