CM
Firm Information
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 Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $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
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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.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Huntleigh Advisors, INC.
February 2019 - Present · 6 yrs 11 mos
Huntleigh Securities CorporationBroker
November 1987 - Present · 38 yrs 2 mos
Previous Registrations
K. W. Chambers & CO.Broker
May 2020 - January 2025 · 4 yrs 8 mos
Moses.com Securities, INC.Broker
March 1998 - September 2000 · 2 yrs 6 mos
Mcatee Investment Services, INC.Broker
September 1991 - January 1993 · 1 yr 4 mos
Smith Barney, Harris Upham & Co., Incorporated Broker
May 1987 - July 1987 · 2 mos
State Registrations16 states
ARCACOCTFLILMAMIMONCNHNYOHRISDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.