Brent Soller is a CFP-designated registered investment advisor at The Siekmann Company, based in Plain City, OH, with 8 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 52 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4M+ | 0.35% |
The firm reserves the right to offer discounts to this schedule on a case by case basis.
Fee Estimator
Location
9000 Memorial Drive, Plain City, OH, 43064
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
Brent works as an IAR for Shepherd Financial Investment Advisory, LLC and as a Wealth Advisor for Shepherd Financial LLC, dedicating nearly full-time hours to these roles. Brent also serves as President of Shepherd Insurance LLC DBA Soller Insurance Agency, focusing on P&C, L&H Insurance Sales & Service, which takes about a quarter of his time, and sells insurance products through Shepherd Financial, LLC.
Employment History
Current Registrations
The Siekmann Company
Shepherd Financial Investment Advisory LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
LPL Financial LLC
LPL Financial LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
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.