Jeffrey Stier is a registered investment advisor at RIA Advisory Group, LLC, based in Apple Valley, MN, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
14665 Galaxie Avenue, Apple Valley, MN, 55124
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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 Activities
Jeffrey is an attorney and president of Stier Law Offices, where he advises clients on estate planning and manages the law firm. This non-investment related business takes nearly all of Jeffrey's time.
Employment History
Current Registrations
RIA Advisory Group, LLC
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.
Exams
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