MQ
CFA
MQ
CFA

Michael Quigley

19 Years of Experience

Michael Quigley is a CFA-designated registered investment advisor at Wedgewood Partners, INC., based in St Louis, MO, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 399 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
399 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$539.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees and account minimums may be negotiable.

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

9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120

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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
Wedgewood Partners, INC.
April 2006 - Present · 20 yrs
State Registrations2 states
MOTX
Advisor

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.