Brett Rufkahr is a CFA-designated registered investment advisor at Alpine Private Wealth, based in Saint Louis, MO, with 15 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 279 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
These fees apply to Core Separate Accounts - Equity. Core Separate Accounts - Fixed: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. Mutual Funds & Limited Partnerships: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. APW’s affiliated investment adviser, ACR, charges management fees up to 0.65% for the first $10 million, 0.60% for over the next $10 million, and 0.55% for balance over $20 million of the fee listed above. This fee is separate and in addition to the wealth advisory fee represented in the schedule above. On investments in the ACR Funds, ACR pays APW up to 0.25% on invested balances.
Fee Estimator
Location
190 Carondelet Plaza, Suite 1300, Saint Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is the President of Alpine Private Capital, LLC, a registered investment advisor, dedicating full-time hours to overseeing business operations and a high net worth advisory group. He also owns Pottery Hollow, Inc., a chain of pottery painting and crafts stores, providing high-level strategic advice for a minimal time commitment, and is the Chairman of the Board for Saint Louis University John Cook School of Business Executive Advisory Board, dedicating minimal time.
Employment History
Current Registrations
Alpine Private Wealth
Previous Registrations
Imst Distributors, LLCBroker
Acr Alpine Capital Research, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations2 states
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