Structured Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$90,836,895
Total clients
323
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
323
Average account size
$281,229
About
Structured Investment Advisors, LLC is a state-registered independent investment adviser managing about $90.8 million across 323 client relationships. The firm provides discretionary portfolio management, model-portfolio and asset-allocation services, along with portfolio consulting and pension consulting for individuals, trusts, charitable organizations, corporations and pension/profit‑sharing plans.
The firm’s process emphasizes asset allocation and mutual‑fund selection informed by fundamental analysis and a structured menu of model portfolios — including tax‑efficient, qualified versus taxable, emerging markets and a socially responsible option — with periodic reviews and annual rebalancing. It documents client objectives and risk tolerance through investment policy statements and implements portfolios guided by those policies while allowing clients to impose reasonable investment restrictions.
Noteworthy for a firm of its structure and size is the relatively large number of client relationships paired with a material institutional client mix (pension/profit‑sharing plans, charities and corporate clients) and ongoing pension consulting services such as IPS preparation and participant education under ERISA practices. The brochure also discloses an oral revenue‑and‑expense sharing arrangement with independent insurance brokers, an affiliation that the firm notes may present potential conflicts of interest.
Client services
Fee options
Fixed fees typically range from $750 to $5,000 for Consulting Services; fixed fee may be quoted for Pension Consulting Services based on estimate of hours.
$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%
$300 per hour
Account minimum: $50,000 Minimum fee: Minimum annual fee of $750 for Pension Consulting Services Fee-only: Yes, fees based on AUM, hourly fees, and fixed fees as described.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Structured Investment Advisors, LLC
215 West Washington Row
Sandusky OH 44870, United States
Number of offices
1
Forms ADV
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