Jeffery Yorg is a CFP-designated registered investment advisor at Focus Partners Advisor Solutions, LLC, based in St. Louis, MO, with 11 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33,281 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weatherstone Capital Management charges a percentage of your portfolio value on a quarterly basis. The fees are negotiable. Here's a breakdown of the annual fees:
- Tactical Programs at Axos & Schwab
- $1,000,000 and under: 1.95% (Short-Term Bond: 1.00%)
- $1,000,001 and over: Negotiable
- Bond & Equity Programs at Variable Annuities
- $1,000,000 and under: 2.00%
- $1,000,001 and over: Negotiable
- Strategic-Active & Tactical Foundation Programs at Axos & Schwab
- $1,000,000 and under: 1.75%
- $1,000,001 and over: Negotiable
- Strategic-Passive Programs at Axos & Schwab
- $1,000,000 and under: 1.30%
- $1,000,001 and over: Negotiable
- Custom Programs at all custodians: Up to 2.50%
The above fees include and presume fees to Referring Advisors of 1.00% with the exception of .70% for Tactical Short-Term Bond.
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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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 →Other Business Activities
Jeffery is an adjunct professor and faculty fellow in the Finance Department at the University of Texas - Austin, teaching a class on public finance. He also serves as an alderman for the City of Clayton, Missouri, dedicating a few hours per week to this role.
Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Gurtin Municipal Bond Management
State Registrations1 state
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