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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Plancorp's annual fee for wealth management is based on a percentage of assets under management. There is no minimum account size, but there is a minimum annual fee of $12,000 for Wealth Management Services. Fees are billed either quarterly in advance or monthly in arrears. Tax services start at $500 and can increase to $8,000 based on complexity. Financial planning project fees generally range from $12,000 - $25,000.
Areas of Practice
Advisor Information
Office location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
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
Harry is a member of the Investment Committee at BrightPlan, LLC, an SEC-registered investment advisor affiliated with Plancorp, LLC, since September 2017.