WT
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)
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Customer Dispute
August 2015Closed-No Action
Employment History
Current Registrations
Detalus Advisors, LLC
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
Detalus Securities, LLCBroker
October 2003 - January 2020 · 16 yrs 3 mos
Edward Jones Broker
September 2000 - October 2003 · 3 yrs 1 mo
D.R. Hancock & Company, INC.Broker
January 1998 - September 2000 · 2 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.