Krilogy
Assets Under Management
$3.5B
Number of Clients
2,831
Number of Advisors
53
Average Client AUM
$1.2M
AUM per Advisor
$66.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Krilogy Financial is a fee-based RIA offering portfolio management, financial planning, corporate retirement plan consulting, family office services, and a Separately Managed Account Program (SMA). They acknowledge a fiduciary duty to clients and manage accounts based on client risk appetite and objectives. Krilogy also offers tax preparation and estate planning services through affiliates.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee is negotiable at the discretion of your financial advisor.
Fee Estimator
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
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141