| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
680 Craig Road, Suite 201, St. Louis, MO, 63141
Get directionsNo 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 →Mark is an insurance agent for two agencies, selling fixed, life, disability, and whole life insurance, dedicating about 10-20% of his time to one and about a quarter of his time to the other. He also owns two websites for marketing investment advisory and financial planning services, spending minimal time on each, and is a managing member of an inactive LLC and a vice president of a Safari Club chapter.