| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
680 Craig Road, Suite 201, St. Louis, MO, 63141
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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 →Blake works full-time as a Registered Investment Advisor (RIA) at Roma Butler Fullerton Inc. He also works at StudentLoansRX as a Financial Planning Associate, dedicating about a third of his time to providing financial planning services to emerging healthcare professionals.