Jerry Bagby is a registered investment advisor at Bagby Wealth Management, based in Dexter, MO, with 42 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 149 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bagby Wealth Management offers several investment management programs with different fee structures:
- Tactical Investment Management (TIM): 1.00% annually on accounts up to $4,999,999.99, and 0.50% on amounts $5,000,000 and above. Enrollment in either the Basic or Comprehensive Program is also required.
- Strategic Investment Management (SIM): Fees are based on the Investment Advisory Fee Schedule (same as Comprehensive Investment Advisory Program).
Fees are calculated quarterly and deducted from your account by the custodian. In addition to the advisory fee, SEI charges a fee of $15.00 per quarter for each account less than $50,000.00, and an account termination fee of $75.00.
Location
302 North Walnut, Dexter, MO, 63841
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Jerry is involved in several outside business activities, including managing Bagby and Bagby Real Estate (rental property), Timely Equipment Rental LLC (airplane rentals), and Bagby Office Park LLC (real estate). He also serves as trustee or co-trustee for multiple family trusts, some of which indirectly own Bagby Investment Consultants.
Employment History
Current Registrations
Bagby Wealth Management
Previous Registrations
Bagby Financial ServicesBroker
LPL Financial LLC
LPL Financial LLCBroker
Cambridge Investment Research, INC.Broker
Linsco/private Ledger CORP.Broker
Clayton Securities Services, INC.Broker
American Capital Equities, INC.Broker
Westport Financial Group, INC.Broker
Clayton Brokerage CO. of St. Louis, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.