Huntleigh Advisors, INC.
Assets Under Management
$626.5M
Number of Clients
1,628
Number of Advisors
61
Average Client AUM
$385K
AUM per Advisor
$10.3M
Compensation
Fee-Only (AUM)
About This Firm
Huntleigh Advisors, Inc. (HAI) offers asset management services through various programs, including Traditional Model, MindShare, and Individual Management. They also provide ERISA plan services, acting as a 3(21) or 3(38) advisor. HAI may recommend Third Party Managers and act as a Sub-Advisor to other investment advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees and asset levels are negotiable based upon certain criteria.
Fee Estimator
HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.
Areas of Practice
Location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105