DR
CFA
DR
CFA

David Alan Rolfe

33 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
399 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$539.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees and account minimums may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120

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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
Wedgewood Partners, INC.
June 1992 - Present · 33 yrs 8 mos
State Registrations3 states
LAMOTX
Advisor
Exams
No exam information available for this advisor.