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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Advisor Information
Office location
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
Get directionsRegulatory History (2)
Customer Dispute
March 2024Regulatory
December 2015Other Business ActivitiesSells Insurance
Edward is the majority owner of Royal Route Company, LLC, selling and servicing fixed insurance products, including term life, disability, long-term care, critical illness, and executive compensation benefits. This takes about a quarter of his time.