| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the effective date of the current fee schedule are billed the lower of the fee stated in their original Investment Advisory Agreement or the current fee schedule.
1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144
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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 →Bryan is the Finance Director and an unpaid volunteer at Bethel United Methodist Church, managing the church's budget and endowment fund since 2017. He spends minimal time on these activities.