| Assets Under Management | 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.
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Debra is an owner/manager and secretary/treasurer for LLWW, LLC and Wuebbels Family Farms, LLC, both closely-held family farm operations. She spends minimal time per year on bookkeeping and management duties for each entity.