Brian Lahr is a registered investment advisor at One Life Financial Group, INC., based in White Bear Lake, MN, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 200 clients with $120M 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 $100K | 1.49% |
| $100K - $350K | 1.30% |
| $350K - $850K | 0.98% |
| $850K - $1.9M | 0.90% |
| $1.9M - $3.4M | 0.80% |
| $3.4M - $5.3M | 0.70% |
| $5.3M - $8.3M | 0.48% |
| $8.3M - $13.3M | 0.38% |
| $13.3M - $23.4M | 0.30% |
| $23.4M+ | 0.18% |
Rates reflect typical annual fees. Maximum fee rates reach up to 3.00% for lower tiers and scale down to 0.99% for assets over $23,350,000. Fees are negotiable.
Fee Estimator
Location
White Bear Lake, MN
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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 →Employment History
Current Registrations
One Life Financial Group, INC.
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Marathon Advisors, 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.
Exams
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