Aimee Shouse is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 12 years of industry experience. Aimee 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 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
May 2023 - Present · 2 yrs 11 mos
Benjamin F. Edwards & Company, INC.Broker
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - May 2023 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - May 2023 · 6 yrs 6 mos
Invest Financial CorporationBroker
November 2007 - August 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
May 1996 - November 1998 · 2 yrs 6 mos
State Registrations7 states
AKALARFLMOTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.