Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
383 Marshall Ave, St. Louis, MO, 63119
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
Steven is involved in various business activities, including CH Holdings (KTRS Radio), Manchester Partners, Warson Management, Manchester Holdings, Boulevard Specialty Lending, BCS Financial Services, and Main Street Bancorp. He dedicates about 10% of his time to these activities, some of which may provide investment-related services.