John Blixen is a registered investment advisor at Monetary Management Group INC, based in St Louis, MO, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 117 clients with $580M 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 | 2.00% |
Equities are charged 1.0% to 2.0% per year; fixed income is charged 0.50% to 1.0% per year. The maximum schedule rate shown is 2.0%. Subject to a $2,500 annual minimum fee. Fees are negotiable based on account size and asset mix.
Fee Estimator
Location
13537 Barrett Pkwy, Suite 325, St Louis, MO, 63021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Monetary Management Group INC
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.
Exams
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