AR
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees and asset levels are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Advisor Information
Office location
7800 Forsyth Blvd, 5th Floor, St. Louis, MO, 63105
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2004Employment History
Current Registrations
Huntleigh Advisors, INC.
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Mindshare Capital Management, LLC
February 2005 - September 2016 · 11 yrs 7 mos
State Registrations6 states
CAFLILKSKYMO
Advisor
Exams
No exam information available for this advisor.