DH
CFP

Daniel Joseph Henrichs

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee is negotiable at the discretion of your financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

This firm charges a flat 2.00% annual fee, calculated quarterly, for its Wrap Fee Program. This fee includes portfolio and asset management services, as well as certain brokerage fees and costs from your custodian. The fee is negotiable at the discretion of your financial advisor, potentially impacting their compensation. Clients in the Client Brochure Program may pay additional brokerage fees and costs beyond Krilogy’s Fee that a Wrap Fee Program client does not pay.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

275 N. Lindbergh Blvd., Suite 20, St. Louis, MO, 63141

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Krilogy
January 2022 - Present · 4 yrs
Previous Registrations
Integrated Wealth Advisors LLC
March 2012 - January 2022 · 9 yrs 10 mos
Optimum Wealth Management, LLC
November 2010 - March 2012 · 1 yr 4 mos
Brewer Investment Advisors LLC
January 2009 - November 2010 · 1 yr 10 mos
Citigroup Global Markets INC.
November 2008 - December 2008 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1998 - November 2008 · 10 yrs 7 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Daniel Joseph Henrichs - Financial Advisor | AdvisorDiscover