Stanley Royer is a registered investment advisor at Claris Advisors, LLC, based in St. Louis, MO, with 25 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income portfolios are different: Up to $999,999: 0.50%; $1,000,000 - $2,999,999: 0.40%; $3,000,000 - $4,999,999: 0.35%; $5,000,000 - $9,999,999: 0.30%; $10,000,000 - $19,999,999: 0.25%; $20,000,000 or greater: Negotiable.
Fee Estimator
Location
800 Market Street, Suite 500, St. Louis, MO, 63101-2501
Get directionsHistory
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
Stanley is affiliated with Brokerage Unlimited, Inc. as an insurance broker and also serves as an agent for Unum Insurance and Standard Insurance.
Employment History
Current Registrations
Claris Advisors, LLC
Previous Registrations
Amd Financial Services LLC
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.