Annmarie Hoerr
Annmarie Hoerr is a registered investment advisor at Wealth Management Advisors, INC., based in Washington, MO, with 20 years of industry experience. Annmarie 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
6244 Hwy 100 Ste 120, Washington, MO, 63090
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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
Annmarie is a notary public, a member of several local organizations, and an insurance agent since 2011. As an insurance agent, she reviews clients' life insurance policies, dedicating a few hours per week.
Employment History
Current Registrations
Wealth Management Advisors, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward JonesBroker
State Registrations2 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.