Jeffrey Steiner is a registered investment advisor at Private Wealth Asset Management, based in St. Louis, MO, with 2 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 483 clients with $1.8B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Schedule is for individually managed/family office/non-philanthropic organization accounts. Fees for philanthropic accounts and fixed income accounts differ. Actual fees paid may be negotiated and may differ from those in the fee schedule.
Fee Estimator
Location
1 N. Brentwood Blvd., Suite 720A, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Private Wealth Asset Management
State Registrations1 state
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