Bryan David Barts

CFP

Plancorp, LLC

12 Years of Experience

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Firm Information

Plancorp, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

41 advisors

Number of Clients

1,579 clients

Average Client Portfolio

$4.6M average

Assets Under Management

$7.3B

Fee Structure

Financial Planning:Included in AUM fee

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$12,000

Financial Plan Fee:$12,000 - $25,000

Hourly Rate:$300/hr

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.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829

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Regulatory History (1)

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