| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
706 N Main St, Ofallon, MO, 63366
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 →Andrew works as a paraplanner for San Francisco Wealth Planning LLC and creates personal finance educational videos for The Effective Collective. These activities each take about 10-20% of Andrew's time.