Brian Souders
Brian Souders is a registered investment advisor at Sterling Retirement Group of Sacramento, based in Roseville, CA, with 10 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Retirement Group charges a percentage of your portfolio each quarter, ranging from 0.30% to 1.50% per year. The fee is calculated in advance based on the value of your account at the end of the previous quarter. This fee does not include brokerage commissions or other transaction fees.
Location
300 Harding Blvd #115, Roseville, CA, 95678
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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 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
Sterling Retirement Group of Sacramento
State Registrations1 state
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