Brian Souders
Brian Souders is a registered investment advisor at Arcpoint Financial Advisors, based in Roseville, CA, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees for accounts over $5,000,000 are negotiable. The entire portfolio is charged the same asset management fee based on the breakpoint.
Fee Estimator
Location
300 Harding Blvd #115, Roseville, CA, 95678
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
Brian is the owner of Souders Financial & Insurance, LLC and works as an independent insurance agent. This takes nearly full-time hours, and he sells indexed life and fixed indexed annuities.
Employment History
Current Registrations
Arcpoint Financial Advisors
Sterling Retirement Group of Sacramento
State Registrations2 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.
Exams
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