WR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$250
The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
530 Vance Road, Saint Louis, MO, 63088
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 →Other Business ActivitiesSells Insurance
William is a licensed insurance agent.
Employment History
Current Registrations
Fefa Financial
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ae Wealth Management, LLC
March 2020 - February 2024 · 3 yrs 11 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.