Firm Information
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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Investment advisory fees range from 0.70% to 1.75% annually, billed quarterly based on assets under management. Other portfolio management programs may charge up to 2.25%. Financial planning fees are either hourly ($75-$300) or fixed ($1,500-$20,000), both negotiable. A $600 annual service fee applies to certain accounts, but may be waived. Fees are negotiable based on client circumstances. Discounts may be offered to family/friends of associated persons.
Areas of Practice
Advisor Information
Office location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
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 ActivitiesSells Insurance
David is an insurance agent and owner of Physician Advisors, LLC, dedicating about half of his time to insurance services. He also refers physicians to real estate agents through Thrive Relo, spending minimal time on this activity.