Assets Under Management
$294.8M
Number of Clients
1,494
Number of Advisors
20
Average Client AUM
$197K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)
FEFA Financial provides ongoing portfolio management services based on client goals and risk tolerance. They also offer estate planning services and retirement plan advisory services. Investment advice is generally limited to mutual funds, fixed income, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
530 Vance Road, Saint Louis, MO, 63088