Plancorp, LLC
Assets Under Management
$7.3B
Number of Clients
1,579
Number of Advisors
41
Average Client AUM
$4.6M
AUM per Advisor
$177.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plancorp, LLC is a fee-only firm providing asset management, comprehensive financial planning, family office services, retirement plan advisory, and exit strategy planning. They are CEFEX certified, demonstrating adherence to fiduciary practices. Plancorp's investment philosophy is grounded in Modern Portfolio Theory.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Plancorp's annual fee for wealth management is based on a percentage of assets under management. There is no minimum account size, but there is a minimum annual fee of $12,000 for Wealth Management Services. Fees are billed either quarterly in advance or monthly in arrears. Tax services start at $500 and can increase to $8,000 based on complexity. Financial planning project fees generally range from $12,000 - $25,000.
Areas of Practice
Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
