Cheryl Ann Anthony

Detalus Advisors, LLC

39 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Detalus Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

646 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$928.4M

Fee Structure

Minimum Investment:$2.5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

383 Marshall Avenue, St. Louis, MO, 63119

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2008

Settled

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Employment History

Current Registrations

Detalus Advisors, LLC

September 2010 - Present · 15 yrs 5 mos

Previous Registrations

Detalus Securities, LLCBroker

January 2009 - October 2020 · 11 yrs 9 mos

Wachovia Securities, LLCBroker

January 2008 - February 2009 · 1 yr 1 mo

A. G. Edwards & Sons, INC.Broker

October 1997 - January 2008 · 10 yrs 3 mos

Mercantile Investment Services, INC.Broker

June 1997 - November 1997 · 5 mos

Mark Twain Brokerage Services, INC.Broker

May 1986 - June 1997 · 11 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.