Robert White
Robert White is a CFP-designated registered investment advisor at Money Concepts Advisory Service, based in Saint Peters, MO, with 35 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
5600 Mexico Road, Ste.1, Saint Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2025Other Business Activities
Robert is an author and sole proprietor, dedicating minimal time to writing fiction. He also owns Prairie Financial Group, LLC, is an officer for Cass County Coalition of Chambers, manages White Living Management, LLC, and is a board member for Pleasant Hill Historical District.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Legacy Financial Group, INC.
MML Investors Services, INC.Broker
MML Investors Services, INC.
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
W. S. Griffith & CO., INC.Broker
Princor Financial Services CorporationBroker
Waddell & Reed, INC.Broker
State Registrations11 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.
Exams
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