BS
BS

Braden Smidt

10 Years of Experience
Sioux Falls, SD
Sells Insurance

Braden Smidt is a registered investment advisor at Alternative Investment Advisors, LLC, based in Sioux Falls, SD, with 10 years of industry experience. Braden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,424 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,424 clients
Average Client Portfolio
$271K average
Assets Under Management
$385.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.25% to 2.50% of assets under management, billed quarterly in advance. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5002 Broadband Lane, Sioux Falls, SD, 57108

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Braden is involved with Swenson Wealth Management, providing assistance for estate planning including life and health insurance, dedicating about a quarter of his time. He also provides administrative support to Skyline Capital LLC, spending a few hours per week on administrative matters.

Employment History
Current Registrations
Alternative Investment Advisors, LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Alternative Investment Advisors, LLC
August 2016 - July 2017 · 11 mos
Aegis Wealth Management, LLC
July 2016 - August 2017 · 1 yr 1 mo
VisionBroker
June 2015 - July 2017 · 2 yrs 1 mo
State Registrations1 state
SD
Advisor

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
No exam information available for this advisor.
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