AP
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
Clean regulatory record
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 →Employment History
Current Registrations
Detalus Advisors, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
March 2023 - May 2024 · 1 yr 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.