Kyle Attarian is a CFA, CFP-designated registered investment advisor at Plancorp, LLC, based in Saint Louis, MO, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,578 clients with $7.3B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable. Many clients have grandfathered fee schedules.
Fee Estimator
Contact
Kyle Attarian
Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
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 →Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations4 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.
Exams
Additional Information
Kyle has a passion for giving back and community involvement. As a former board member of Nurses for Newborns and current member of Mid South Therapy Dogs & Friends, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys traveling, sports, exercise, anything outdoors and spending time with his wife and young daughters.