Forvis Mazars Wealth Advisors, LLC
Assets Under Management
$8.9B
Number of Clients
4,514
Number of Advisors
81
Average Client AUM
$2.0M
AUM per Advisor
$110.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forvis Mazars Wealth Advisors provides financial planning, investment management, investment consulting, and retirement plan consulting to individuals, families, retirement plans, institutions, and nonprofits. They offer integrated services with tax/accounting through Forvis Mazars Private Client. Services are customized to meet client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fee is negotiable for assets above $25,000,001.
Fee Estimator
Fees are based on a percentage of assets under management and are billed quarterly in advance. The minimum annual fee is $7,500, but fees are negotiable. Financial planning is generally included in the investment management fee. Standalone financial planning is available for a minimum fee of $5,000, with total fees depending on the complexity of the client's financial situation. Retirement Plan Consulting (RPC) may impose a start-up fee of $7,500 in addition to a percentage of assets, with a minimum fee of $10,000.
Areas of Practice
Location
910 East St Louis St, Springfield, MO, 65806