Jeffrey Holley is a registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 646 clients with $930M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
383 Marshall Avenue, St. Louis, MO, 63119
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 →Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance representative of Detalus Insurance Services, LLC since 2016, an insurance company wholly-owned by Detalus Advisors, LLC. He can offer or recommend insurance and insurance-related investment products for which he may receive separate compensation.
Employment History
Current Registrations
Detalus Advisors, LLC
Previous Registrations
Detalus Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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