Brian Jass
Brian Jass is a registered investment advisor at Wilian Securities, LLC, based in Vadnais Heights, 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 Investment Management. Their firm serves 224 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
3640 Talmage Circle St 100, Vadnais Heights, MN, 55110
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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 →Other Business ActivitiesSells Insurance
Brian assists with account reconciliation for his spouse's business, Amanda Kristine Creative Content, LLC, dedicating minimal time. Brian is also an owner and licensed insurance agent with Wilian Insurance, LLC.
Employment History
Current Registrations
Wilian Securities, LLC
Previous Registrations
Great Waters Financial
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Advisornet Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.