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+ | 0.68% |
Adviser may, at its discretion, waive or reduce the Program Fee for certain clients.
Fee Estimator
Clients pay an annual asset-based fee of 0.68% for participating in the Detalus Digital Program. This fee covers investment management, brokerage, execution, and custody services. The fee is payable quarterly in advance, based on the market value of the account. Detalus has established a minimum initial account value of $2,500. Detalus may waive or reduce the Program Fee for certain clients.
Areas of Practice
Advisor Information
Office location
383 Marshall Avenue, St. Louis, MO, 63119
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
Jeffrey is a licensed insurance representative of Detalus Insurance Services, LLC since 2016, an insurance company wholly-owned by Detalus Advisors, LLC. He can offer or recommend insurance and insurance-related investment products for which he may receive separate compensation.