DG
DG

Drew Robert Geldbach

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.33%
$250K - $500K1.28%
$500K - $750K1.23%
$750K - $1.0M1.13%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees are negotiable above $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Drew owns DRG Wealth Management for tax purposes and is a registered representative for Four Seasons Wealth Management and Worley Banks Group, spending nearly full-time on these activities. Drew is also an insurance agent selling fixed, life, accident, and health insurance.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Private Client Services, LLCBroker
June 2018 - October 2018 · 4 mos
Rfg Advisory, LLC
May 2015 - October 2018 · 3 yrs 5 mos
LPL Financial LLC
May 2015 - August 2015 · 3 mos
LPL Financial LLCBroker
March 2014 - June 2018 · 4 yrs 3 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.
Drew Robert Geldbach - Financial Advisor | TrueAdvisor