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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10,000,001. Higher fees of up to 1.5% may be charged to clients outside the St. Louis area or who request representation at out-of-town conferences.
Fee Estimator
Asset management fees are based on the market value of your assets. For example, the annual fee is 1.00% on the first $2,000,000, 0.75% on assets between $2,000,001 and $5,000,000, and 0.50% on assets between $5,000,001 and $10,000,000. Fees are negotiable for assets over $10,000,001. Higher fees of up to 1.5% may be charged to clients outside the St. Louis area or who request representation at out-of-town conferences. General consulting services are billed hourly, with the rate determined by the advisor's expertise.
Areas of Practice
Advisor Information
Office location
St.Louis, MO
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is an adjunct professor at St. Louis University since 2015. This takes a few hours per week.