AW
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M
Fee Structure
Minimum Investment:$2.5K
Financial Planning:Investment management only
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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
Investment Management
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Advisor Information
Office location
383 Marshall Avenue, St. Louis, MO, 63119
Get directionsRegulatory History (2)
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Criminal
December 2014Final Disposition
Criminal
September 2012Final Disposition
Other Business ActivitiesSells Insurance
Alexander is a licensed insurance representative of Detalus Insurance Services, LLC since 2017. He can offer or recommend insurance and insurance-related investment products for which he may receive separate compensation.
Employment History
Current Registrations
Detalus Advisors, LLC
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
April 2019 - April 2020 · 1 yr
MML Investors Services, LLC Broker
January 2019 - April 2020 · 1 yr 3 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.