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 (1)
Regulatory
December 2003Other Business Activities
Joseph is a member of the board of managers of KTRS Radio, managing member of Manchester Partners and Manchester Holdings, and a member of the board of managers of Boulevard Specialty Lending. These businesses do not provide investment-related services.