Brandon Fischer is a CFP-designated registered investment advisor at Stride Tax and Wealth Advisors, LLC, based in Aurora, CO. Brandon 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 4 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For Clients utilizing Altruist, the annualized advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). For Clients utilizing Schwab, the annualized advisory fee is paid quarterly in arrears based on the the value of Client’s account(s) as of the last day of the billing period. When Altruist Model Marketplace or Schwab Model Market Center are used for Investment Management Services, Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center. This is in addition to STRIDE’s fee described above. Altruist’s Model Marketplace and Schwab’s Model Market Center fees range between 0.00% and 1.00%.
Fee Estimator
Location
Aurora, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stride Tax and Wealth Advisors, LLC
State Registrations1 state
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