MS
MS

Mary Beth Schulte

22 Years of Experience
Areas of Practice
Retirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$135.1M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees are negotiable.

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

St.Louis, MO

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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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Other Business Activities

Mary is an adjunct professor at St. Louis University since 2015. This takes a few hours per week.

Employment History
Current Registrations
The Stewardship Center, INC.
August 2003 - Present · 22 yrs 6 mos
State Registrations2 states
LAMO
Advisor
Exams
No exam information available for this advisor.
Mary Beth Schulte - Financial Advisor | TrueAdvisor