BS
BS

Braden Smidt

9 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 9 years of industry experience. Braden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,342 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,342 clients
Average Client Portfolio
$254K average
Assets Under Management
$341.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

AIA manages investment portfolios through Separately Managed Account Programs. The annual fee ranges from 0.25% to 2.50% of the account value, billed quarterly in advance. The fee is based on the market value of your investments at the end of the previous quarter. AIA may deduct the fee directly from your account with your permission.

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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 · 7 yrs 9 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.
Braden Smidt - Financial Advisor | TrueAdvisor