The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.
7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105
Get directionsGregory works as an insurance agent, providing insurance services and sales. This activity takes minimal time.