James Birke Quicksilver

Huntleigh Advisors, INC.

38 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Huntleigh Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

61 advisors

Number of Clients

1,628 clients

Average Client Portfolio

$385K average

Assets Under Management

$626.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $10.0M	1.50%
$10M+	1.00%

The annual fee and assets under management levels are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

Get directions

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

July 1999

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

James is a 50% owner and partner in AGRock Company, a bar and restaurant business. He spends about half his time on this non-investment related activity.