JB

Jonathan a Best

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
256 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $4.0M0.50%
$4.0M - $7.0M0.38%
$7.0M - $10.0M0.25%
$10M+0.13%

The firm reserves the right to offer a reduced fee structure in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Zemenick & Walker INC
December 2007 - Present · 18 yrs 1 mo
State Registrations3 states
ILMOTX
Advisor
Exams
No exam information available for this advisor.
Jonathan A Best - Financial Advisor | AdvisorDiscover