Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
44 advisors
Number of Clients
33,329 clients
Average Client Portfolio
$896K average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.65%
$500K - $1.0M0.35%
$1.0M - $5.0M0.25%
$5M+0.20%

Fees shown are the highest levels charged by FPAS and can be negotiated. Higher fees may be charged when there is client request for additional service above our standard service offering.

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

FPAS charges fees for turnkey asset management services, which are negotiated by the client's investment advisor or contracted directly with the client. The standard fee schedule ranges from 0.65% on the first $500,000 to 0.20% on amounts above $5,000,000, paid quarterly. Fees may be negotiable. Additional fees may apply for accounts requiring unusual servicing efforts or for held-away accounts. Retirement plan services have a separate fee schedule.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

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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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Other Business Activities

Inga sells fabric patterns online through Spoonflower, a pattern design website, since 2020. This non-investment related activity takes about 10-20% of her time.

Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Foreside Financial Services, LLCBroker
October 2018 - September 2020 · 1 yr 11 mos
Lwi Financial INC.
December 2006 - December 2018 · 12 yrs
Loring Ward Securities INC.Broker
April 2006 - October 2018 · 12 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.