Bryan Barts is a CFP-designated registered investment advisor at Plancorp, LLC, based in Saint Louis, MO, with 12 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,578 clients with $7.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,578 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$7.3B
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
Get directionsHistory
Regulatory History (1)
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Criminal
July 1994Final Disposition
Employment History
Current Registrations
Plancorp, LLC
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Modern Dollar Planning, LLC
May 2023 - July 2023 · 2 mos
Cetera Investment Services LLCBroker
February 2021 - May 2023 · 2 yrs 3 mos
Cetera Investment Advisers LLC
February 2021 - May 2023 · 2 yrs 3 mos
Cetera Advisor Networks LLCBroker
September 2013 - February 2021 · 7 yrs 5 mos
Vicus Capital, INC.
June 2013 - January 2021 · 7 yrs 7 mos
Walnut Street Securities, INC.Broker
March 2013 - September 2013 · 6 mos
State Registrations1 state
MO
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.