Securian Financial Services Review


Trust Score 85%
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Securian Financial Services, federally registered in 1993, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 1,025 advisors. Securian Financial Services manages $10 billion and provides investment advisory services for 58,775 clients (1:58 advisor/client ratio).

Securian Financial Services requires a $50,000 minimum investment and charges a blended rate between 1.75% and 1.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 58 clients (industry average 1:50)
  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $50,000
Minimum Annual Fee $0
Average Account AUM $163,388
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $10 billion
Advisor / Client Ratio 1:58
Headquarters North ST Paul, MN
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.75%
$500,001 to $1,000,000 1.30%
$1,000,001+ 1.00%


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