Sherri Weintrop
Sherri Weintrop is a CFP-designated registered investment advisor at Wealth Management Advisors, INC., based in St. Louis, MO, with 39 years of industry experience. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 227 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Management Advisors, Inc. primarily uses third-party advisory services like AssetMark and City National Rochdale to manage investments. The fees for these services vary depending on the manager and strategy selected.
For AssetMark, the total fee (including Wealth Management Advisors' fee and the manager's fee) can range from 0.95% to 2.35% depending on the amount invested. For City National Rochdale, the total fee can range from 1.00% to 2.00% depending on the amount invested. These fees do not include trading costs or custodial fees.
Wealth Management Advisors' fees are negotiable, but the fees charged by the third-party advisory services may not be.
Location
2275 Schuetz Road, St. Louis, MO, 63146
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sherri sells individual and group insurance (life and disability) and is an investment advisor, spending most of her time on asset management, solicitation for third party money managers, and investment, estate, and tax planning. She also advises clients on outside investments, prepares taxes, and is a partner in a realty business, all requiring minimal time.
Employment History
Current Registrations
Wealth Management Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Planvest Capital CorporationBroker
State Registrations4 states
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.