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 $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees shown are the highest levels charged by FPAS and can be negotiated. Higher fees may be charged when there is client request for additional service above our standard service offering.
Fee Estimator
FPAS charges fees for turnkey asset management services, which are negotiated by the client's investment advisor or contracted directly with the client. The standard fee schedule ranges from 0.65% on the first $500,000 to 0.20% on amounts above $5,000,000, paid quarterly. Fees may be negotiable. Additional fees may apply for accounts requiring unusual servicing efforts or for held-away accounts. Retirement plan services have a separate fee schedule.
Areas of Practice
Advisor Information
Office location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the President of Focus Partners Advisor Solutions, LLC, dedicating full-time hours to investment management. He also serves as President, CEO, and Trustee of SA Funds Investment Trust, and is a shareholder and direct owner of Buckingham Strategic Wealth and Bellatore Financial, Inc., respectively, but spends no time on these latter two roles.