EK
EK

Eric Jason Kohlmeister

22 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
33,329 clients
Average Client Portfolio
$896K average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.65%
$500K - $1.0M0.35%
$1.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable.

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

190 Carondelet Plaza, Suite 600, 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
Focus Partners Advisor Solutions, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Foreside Financial Services, LLCBroker
October 2018 - September 2020 · 1 yr 11 mos
Lwi Financial INC.
April 2017 - December 2018 · 1 yr 8 mos
Loring Ward Securities INC.Broker
April 2017 - October 2018 · 1 yr 6 mos
LPL Financial LLCBroker
February 2015 - April 2017 · 2 yrs 2 mos
Loring Ward Securities INC.Broker
October 2012 - February 2015 · 2 yrs 4 mos
First Republic Securities Company, LLCBroker
July 2012 - October 2012 · 3 mos
Loring Ward Securities INC.Broker
July 2011 - July 2012 · 1 yr
Charles Schwab & CO., INC.Broker
October 2003 - November 2010 · 7 yrs 1 mo
Franklin/templeton Distributors, INC.Broker
March 1998 - October 1999 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.