DM
CFA
DM
CFA

Donald Mueth

38 Years of Experience

Donald Mueth is a CFA-designated registered investment advisor at Asset Consulting Group, LLC, based in St. Louis, MO, with 38 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 162 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
162 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$781.7M

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Asset Consulting Group (ACG) charges fees based on estimates of time, complexity, scope of services, travel, meetings, asset size, and number of portfolios. Fees may be a percentage of assets or a fixed fee. Fees are negotiable. On a limited basis, clients may pay ACG an incentive fee tied to the performance of the portfolio relative to a predefined benchmark.

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Location

231 South Bemiston Avenue, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Asset Consulting Group, LLC
October 2004 - Present · 21 yrs 6 mos
Previous Registrations
Guggenheim Investor Services, LLCBroker
May 2003 - March 2017 · 13 yrs 10 mos
Walnut Street Securities, INC.Broker
May 1994 - April 2001 · 6 yrs 11 mos
Infinet Securities, INC.Broker
November 1990 - January 1994 · 3 yrs 2 mos
Mark Twain Brokerage Services, INC.Broker
May 1989 - May 1994 · 5 yrs
Mutual Service CorporationBroker
March 1987 - December 1988 · 1 yr 9 mos
Princor Financial Services CorporationBroker
July 1985 - January 1987 · 1 yr 6 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.