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 $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Investment management fees are based on a tiered schedule, with a maximum fee of 1.00%. Fees are negotiable at the firm's discretion and are billed quarterly. Financial planning fees are $200/hour, but may be complementary if assets under management are greater than $150,000. Consulting fees range from $200-$500 per hour. Retirement plan consulting fees are negotiated with the client.
Areas of Practice
Advisor Information
Office location
601 Nifong Blvd., Suite 3B, Columbia, MO, 65203-6804
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 Activities
Bret is a partner and investment advisor representative at Alexander LaBrunerie & Co., dedicating full-time hours to this role. He also serves as a board member for the Missouri Symphony, spending minimal time on this non-investment related activity.