| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
The firm reserves the right to offer a reduced fee structure in certain instances.
Zemenick & Walker is a fee-only firm, meaning they are solely compensated by client fees. Their standard fee schedule is based on assets under management. The firm reserves the right to offer a reduced fee structure in certain instances. In addition to the advisory fees, clients will incur other investment-related expenses charged by other service providers, such as mutual fund fees, ETF fees, and brokerage transaction fees.
8182 Maryland Ave., Suite 200, St. Louis, MO, 63105
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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 →Chris is a member of YDT Investment, LLC, an investment club, and spends minimal time on it. He is also an income beneficiary of the Frances Griesedieck Trust and an advisory director at Central Bank of St. Louis, attending 1-2 meetings per year.