Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee is negotiable at the discretion of your financial advisor.
Fee Estimator
This firm charges a flat 2.00% annual fee, calculated quarterly, for its Wrap Fee Program. This fee includes portfolio and asset management services, as well as certain brokerage fees and costs from your custodian. The fee is negotiable at the discretion of your financial advisor, potentially impacting their compensation. Clients in the Client Brochure Program may pay additional brokerage fees and costs beyond Krilogy’s Fee that a Wrap Fee Program client does not pay.
Areas of Practice
Advisor Information
Office location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
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
James has a 1% ownership interest in Hillcrest Advisors, LLC and receives compensation from conducting advisory business through Krilogy Financial. He also holds ownership interests and general partner positions in several Krilogy Capital Management entities and Krilogy Tax Services, dedicating minimal time to these activities.