Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Client accounts where the total balance of all accounts is less than $250,000 will be accepted only on a case by case basis.
Fee Estimator
Investment management fees are based on a percentage of assets managed, as detailed in the fee table. For fixed income services, fees range from 0.50% to 0.25% depending on the account value, and are negotiable for accounts over $20 million. Financial planning fees range from $500 to $5,000 depending on complexity. Employee benefit retirement plan services have their own fee schedule. A minimum account size of $250,000 is generally required, but may be negotiable. Not-for-profits are generally charged 75% of the standard fee. Successor trustee services are charged a total 1.00% annual fee.
Areas of Practice
Advisor Information
Office location
800 Market Street, Suite 500, St. Louis, MO, 63101-2501
Get directionsRegulatory History
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 →