BS
CFP
BS
CFP

Brian Skolte

15 Years of Experience
Coon Rapids, MN
Sells Insurance

Brian Skolte is a CFP-designated registered investment advisor at All Terrain Financial Advisors, based in Coon Rapids, MN, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 190 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$379.2M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees are negotiable and based on factors such as account complexity, strategy, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

551 Coon Rapids Boulevard Nw, Coon Rapids, MN, 55433

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is an insurance agent selling life and health insurance, dedicating minimal time to this activity. He also owns MTCH Investments, LLC, a property management company, spending minimal time on that as well.

Employment History
Current Registrations
All Terrain Financial Advisors
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Vector Wealth Management
January 2011 - May 2017 · 6 yrs 4 mos
State Registrations2 states
MNTX
Advisor

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
No exam information available for this advisor.
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