Greg Overschmidt
Greg Overschmidt is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 42 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
Get directionsHistory
Regulatory History (1)
Regulatory
June 2007Other Business ActivitiesSells Insurance
Greg is involved in several business activities, including real estate investing and development through GAO Consulting, LLC and Domus Solis, LLC, and cattle ranching through 4 Health Farms, LLC. He also works as president of K.W. Chambers & Co. selling insurance and as an advisor at Huntleigh Advisors, Inc.
Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Datatex Investment Services INC
K. W. Chambers & CO.Broker
First American National Securities, INC.Broker
State Registrations13 states
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.