AP
CFP
AP
CFP

Andrew Christopher Phipps

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M

Fee Structure

Minimum Investment:$2.5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Adviser may waive or reduce the Program Fee for certain clients.

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

383 Marshall Avenue, St. Louis, MO, 63119

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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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Employment History
Current Registrations
Detalus Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
March 2023 - May 2024 · 1 yr 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Andrew Christopher Phipps - Financial Advisor | TrueAdvisor