| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion.
601 Nifong Blvd., Suite 3B, Columbia, MO, 65203-6804
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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 →Bret is a partner and investment advisor representative at Alexander LaBrunerie & Co., dedicating full-time hours to this role. He also serves as a board member for the Missouri Symphony, spending minimal time on this non-investment related activity.