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 | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All relationships are subject to a minimum annual fee of $3,000, which is billed in advance on a monthly basis.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table). There is a $3,000 minimum annual fee, billed monthly. Financial planning fees range from $250 to $400 per hour, or a fixed fee can be estimated. Employee benefit retirement plan services also have fees based on assets under advisement (see table).
Areas of Practice
Advisor Information
Office location
1 Memorial Drive, Suite 950, St. Louis, MO, 63102
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
Gina is a CPA at Kerber, Eck & Braeckel LLP since January 2013. This activity is not investment-related.