Overview
- Headquarters
- St. Louis, MO
- Total Firm Assets
- $176 million
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
Fee Disclosure
Source: ADV PART 2A (2026-03-23) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | $3,000,000 | 0.95% |
| $3,000,001 | $4,000,000 | 0.90% |
| $4,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $6,000,000 | 0.80% |
| $6,000,001 | $7,000,000 | 0.75% |
| $7,000,001 | $8,000,000 | 0.70% |
| $8,000,001 | $9,000,000 | 0.65% |
| $9,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $15,000,000 | 0.55% |
| $15,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $49,500 | 0.99% |
| $10 million | $84,500 | 0.84% |
| $50 million | $287,000 | 0.57% |
| $100 million | $537,000 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.72%
- Number of High-Net-Worth Clients
- 49
- Total Client Accounts
- 390
- Discretionary Accounts
- 385
- Non-Discretionary Accounts
- 5
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 167003
- ADV PART 2A (2026-03-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗