Wayne Tate is a registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 28 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 646 clients with $930M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
383 Marshall Avenue, St. Louis, MO, 63119
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Regulatory History (1)
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Customer Dispute
August 2015Closed-No Action
Employment History
Current Registrations
Detalus Advisors, LLC
September 2004 - Present · 21 yrs 7 mos
Previous Registrations
Detalus Securities, LLCBroker
October 2003 - January 2020 · 16 yrs 3 mos
Edward JonesBroker
September 2000 - October 2003 · 3 yrs 1 mo
D.R. Hancock & Company, INC.Broker
January 1998 - September 2000 · 2 yrs 8 mos
State Registrations1 state
IL
Advisor
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Exams
No exam information available for this advisor.