JS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
Get directionsRegulatory History (1)
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Criminal
July 2004Final Disposition
Other Business Activities
Jacob is the owner/landlord of Steingrubey Properties, LLC, a rental property. He spends minimal time maintaining the property.
Employment History
Current Registrations
Krilogy
February 2016 - Present · 9 yrs 11 mos
Previous Registrations
Cutter & Company, INC. Broker
September 2013 - January 2016 · 2 yrs 4 mos
Scottrade, INC.Broker
April 2013 - August 2013 · 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.