Mary Dorsey is a CFP-designated registered investment advisor at Money Consultants Advisory, INC., based in St. Louis, MO, with 29 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1.0% for clients in the accumulation phase and 1.5% for clients in the distribution phase.
Fee Estimator
Location
St. Louis, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mary owns rental property and is the president of Money Consultants, Inc., an accounting and tax preparation firm. These activities are not investment-related.
Employment History
Current Registrations
Money Consultants Advisory, INC.
State Registrations1 state
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