| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable.
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
Get directionsNo 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 →David is the Treasurer/CFO for the Assyrian American Association of San Jose, a cultural organization. He manages expenses and budgeting for the association, dedicating a few hours per week during evenings.