Willard Foley is a registered investment advisor at &partners, based in Clayton, MO, with 40 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2010Customer Dispute
May 2003Customer Dispute
September 1997Other Business Activities
Willard has 50% ownership in Strazzella Foley Partners and rental property with his spouse, dedicating no time to either. He is also an executive producer at Four Eighteen Films LLC, a film production company, but dedicates no time to this activity either.
Employment History
Current Registrations
&partners
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations19 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.