Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Plancorp's annual fee for wealth management is based on a percentage of assets under management. There is no minimum account size, but there is a minimum annual fee of $12,000 for Wealth Management Services. Fees are billed either quarterly in advance or monthly in arrears. Tax services start at $500 and can increase to $8,000 based on complexity. Financial planning project fees generally range from $12,000 - $25,000.
Areas of Practice
Advisor Information
Office location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
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Kyle Howard AttarianRegulatory 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 →Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations4 states
Exams
Additional Information
Kyle has a passion for giving back and community involvement. As a former board member of Nurses for Newborns and current member of Mid South Therapy Dogs & Friends, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys traveling, sports, exercise, anything outdoors and spending time with his wife and young daughters.