Fefa Financial
Assets Under Management
$294.8M
Number of Clients
1,494
Number of Advisors
20
Average Client AUM
$197K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)
About This Firm
FEFA Financial provides ongoing portfolio management based on client goals and risk tolerance. They create Investment Policy Statements and require discretionary authority. Estate planning services are included for portfolio management clients or available for a flat fee of $250 for non-portfolio management clients. They also offer retirement plan advisory services to plan sponsors. Investment advice is generally limited to mutual funds, fixed income securities, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.
Areas of Practice
Location
530 Vance Road, Saint Louis, MO, 63088