Jeremy Phillips is a registered investment advisor at Anderson Hoagland & CO, based in St Louis, MO, with 7 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 150 clients with $1.4B 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 $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Schedule applies to Equity Accounts (20-100% equity exposure). Fixed Income Accounts (80-100% fixed income exposure) have a different schedule: Up to $5M: 0.80%, Next $20M: 0.60%, Next $25M: 0.45%, Balance over $50M: 0.30%. Fees may be negotiable.
Fee Estimator
Location
9811 South Forty Drive, Suite 200, St Louis, MO, 63124
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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 →Employment History
Current Registrations
Anderson Hoagland & CO
Previous Registrations
Colorado Wealth Group LLC
Colorado Wealth Group LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations1 state
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