CA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M
Fee Structure
Minimum Investment:$2.5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.68% |
Adviser may, at its discretion, waive or reduce the Program Fee for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Clients pay an annual asset-based fee of 0.68% for participating in the Detalus Digital Program. This fee covers investment management, brokerage, execution, and custody services. The fee is payable quarterly in advance, based on the market value of the account. Detalus has established a minimum initial account value of $2,500. Detalus may waive or reduce the Program Fee for certain clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
383 Marshall Avenue, St. Louis, MO, 63119
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008Settled
Employment History
Current Registrations
Detalus Advisors, LLC
September 2010 - Present · 15 yrs 4 mos
Previous Registrations
Detalus Securities, LLCBroker
January 2009 - October 2020 · 11 yrs 9 mos
Wachovia Securities, LLC Broker
January 2008 - February 2009 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
October 1997 - January 2008 · 10 yrs 3 mos
Mercantile Investment Services, INC.Broker
June 1997 - November 1997 · 5 mos
Mark Twain Brokerage Services, INC.Broker
May 1986 - June 1997 · 11 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.