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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Advisor Information
Office location
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
Get directionsRegulatory History (1)
Criminal
November 2011Other Business Activities
Curtis provides catering services for small parties and functions, dedicating minimal time outside of market hours. He also owns Lund Wealth Management, a DBA used for tax purposes, with securities and investments offered through Moloney Securities Co., Inc.