The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.
7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105
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Learn about disclosures →Donna works as an insurance agent, providing service and sales. This investment-related activity takes minimal time.