Brian Bohnsack
Brian Bohnsack is a registered investment advisor at 360 Financial, based in Elk River, MN, with 22 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,206 clients with $700M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $21.0M | 0.65% |
| $21.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are generally negotiable and household totals are taken into account when determining the fee rate.
Fee Estimator
Location
510 Freeport Ave, Ste A, Elk River, MN, 55330
Get directionsHistory
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
Brian operates his LPL business under the DBA 360 Financial and also sells non-variable insurance. He also owns rental real estate and provides investment advisory services through 360 Financial Inc, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
360 Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Qa3 Financial CORP.Broker
American General Securities IncorporatedBroker
State Registrations9 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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