25 Financial Fees & Minimum

Overview

Headquarters: Saint Louis, MO
Total Firm Assets: $545 million
Average High-Net-Worth Client Portfolio Size: $1.9 million

Fee Disclosure

Source: FORM ADV2A (2026-02-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$2,000,000	1.00%
$2,000,001	and above	0.90%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$48,875	0.98%
$10 million	$93,875	0.94%
$50 million	$453,875	0.91%
$100 million	$903,875	0.90%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 87.80%
Number of High-Net-Worth Clients: 250
Total Client Accounts: 3,075
Discretionary Accounts: 2,400
Non-Discretionary Accounts: 675

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 317916

FORM ADV2A (2026-02-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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