S
Structured Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$88,938,478
This total excludes 27 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
299
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
299
Very HighAverage account size
$297,453
About
Structured Investment Advisors, LLC provides investment supervisory and portfolio consulting services to a diverse client base that includes individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, corporations and trusts. Offerings include individualized portfolio management, model asset‑allocation portfolios, pension consulting, and periodic reporting and reviews.
The firm manages discretionary accounts largely through mutual funds and a range of model portfolios designed for taxable and qualified accounts, income and growth objectives, and specialized strategies such as emerging markets and socially responsible portfolios. Its process emphasizes asset allocation and fundamental analysis, with quarterly client reminders, at least annual suitability contacts, and periodic rebalancing of model portfolios.
Structured Investment Advisors is notable for its relatively high number of client relationships (roughly 299 accounts) relative to typical independent peers and for its substantial engagement with institutional and plan clients, providing services such as written investment policy statements, fund selection and participant education consistent with ERISA 404(c). The brochure also discloses an oral revenue and expense‑sharing arrangement with independent insurance brokers, a business affiliation clients may consider when evaluating potential conflicts of interest.
Client services
Portfolio management
Pension consulting
Consulting
Expertise
General retirement planning
Retirement income strategy
Fee options
Fixed fees for Consulting Services typically range from $750.00 to $5,000.00
$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% Over $5,000,000+: 0.25%
Hourly rate of $300.00 per hour for Consulting and Pension Consulting Services
Account minimum: $50,000 Minimum fee: Minimum annual fee of $750.00 for Pension Consulting Services Fee-only: Hourly rate of $300.00 per hour for Consulting and Pension Consulting Services
Main office location
Structured Investment Advisors, LLC
215 West Washington Row
Sandusky OH 44870, United States
Number of offices
1
Most active in
Structured Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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