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Greg Alfred Overschmidt

Huntleigh Advisors, INC.
42 Years of Experience
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Firm Information

Huntleigh Advisors, INC.
Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees and asset levels are negotiable based upon certain criteria.

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

HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement Planning

Advisor Information

Office location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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Regulatory History (1)
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Regulatory
June 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Greg is involved in several business activities, including real estate investing and development through GAO Consulting, LLC and Domus Solis, LLC, and cattle ranching through 4 Health Farms, LLC. He also works as president of K.W. Chambers & Co. selling insurance and as an advisor at Huntleigh Advisors, Inc.

Employment History
Current Registrations
Huntleigh Advisors, INC.
January 2021 - Present · 5 yrs
Huntleigh Securities CorporationBroker
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Datatex Investment Services INC
October 1995 - March 2023 · 27 yrs 5 mos
K. W. Chambers & CO.Broker
April 1992 - January 2025 · 32 yrs 9 mos
First American National Securities, INC. Broker
July 1983 - April 1992 · 8 yrs 9 mos
State Registrations13 states
AKCOFLIAILINKSMONMNVTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.