| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee is negotiable at the discretion of your financial advisor.
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.
1 Mid Rivers Mall Drive, Ste. 120, St. Peters, MO, 63376
Get directionsNo 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 →Hanh is a member/owner of HDN, LLC and TopView Capital, LLC, both real estate related. Hanh is also a minority partner in TopView Construction LLC, which assists TopView Capital LLC in maintenance and repairs; Hanh spends minimal time on each of these activities.