Brandon Steele
Brandon Steele is a CFP-designated registered investment advisor at Mainsail Financial Group, based in Bellevue, WA, with 14 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 426 clients with $400M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fee Estimator
Location
11245 SE 6th Street, Suite 140, Bellevue, WA, 98004
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
Brandon is a co-owner of Mainsail Financial Group, LLC, which facilitates securities, advisory, and insurance business, taking nearly full-time. He also sells fixed insurance, dedicating about 10% of his time, and is an author of a retirement planning book, spending minimal time on it.
Employment History
Current Registrations
Mainsail Financial Group
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations3 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.