Michael Waldron is a CFP-designated registered investment advisor at &partners, based in Clayton, MO, with 28 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael has 100% ownership of MT Waldron Advisors LLC since 2019, dedicating a few hours per week. He is also a trustee for MT Waldron Advisors LLC 401k and MT Waldron Advisors LLC 401k FBO Associate, spending minimal time on the latter.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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