| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
Get directionsNo 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 →Brian d/b/a CP Wealth Management offers financial services, including investments and securities through Moloney Securities Co., Inc., and annuity and insurance sales. He also coaches SLUH Rugby and is the treasurer for the St. Louis Jets youth rugby team.