SR
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Steven Rull

29 Years of Experience

Steven Rull is a registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 646 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $7.0M0.65%
$7.0M - $10.0M0.50%
$10.0M - $15.0M0.45%
$15.0M - $20.0M0.40%
$20M+0.35%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

383 Marshall Ave, St. Louis, MO, 63119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Steven is involved in various business activities, including CH Holdings (KTRS Radio), Manchester Partners, Warson Management, Manchester Holdings, Boulevard Specialty Lending, BCS Financial Services, and Main Street Bancorp. He dedicates about 10% of his time to these activities, some of which may provide investment-related services.

Employment History
Current Registrations
Detalus Advisors, LLC
June 2003 - Present · 22 yrs 10 mos
Previous Registrations
Detalus Institutional, LLC
May 2009 - March 2016 · 6 yrs 10 mos
Detalus Securities, LLCBroker
April 2000 - October 2020 · 20 yrs 6 mos
D.R. Hancock & Company, INC.Broker
August 1998 - May 2000 · 1 yr 9 mos
Mark Twain Brokerage Services, INC.Broker
April 1995 - May 1997 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.