Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. The standard fee schedule starts at 0.95% on the first $2 million and decreases for larger portfolios. Fees are billed quarterly in arrears. Financial planning fees range from $150 to $750 per hour or a fixed fee of $2,500 to $10,000, depending on the complexity. Clients can negotiate fees. Some clients have negotiated a bundled fee to include advisory services and personal tax return preparation.
Areas of Practice
Advisor Information
Office location
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Daniel owns Crestmoor Partners LLC, which was formerly the DBA for Basis Financial Planning. The RIA has been withdrawn and Daniel is closing the LLC in 2022, spending no time on it.