CS

Colin Schlitt

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee is negotiable at the discretion of your financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

501 North Broadway, St. Louis, MO, 63102

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Regulatory 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.

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Employment History
Current Registrations
Krilogy
October 2025 - Present · 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
February 2025 - October 2025 · 8 mos
Stifel, Nicolaus & Company, Incorporated Broker
August 2023 - October 2025 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC Broker
September 2022 - August 2023 · 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Colin Schlitt - Financial Advisor | AdvisorDiscover