David Kaslow
David Kaslow is a CFA-designated registered investment advisor at &partners, based in Clayton, MO, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
7701 Forsyth Blvd., 8th Floor, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business ActivitiesSells Insurance
David has several outside business activities, including a limited partnership interest in Wolsak Investors II, serving as trustee for multiple trusts (including life insurance trusts), and participation on an investment committee. He also oversees his personal assets as trustee of his revocable living trust and dedicates minimal time to his family investment partnership.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Walnut Street Securities, INC.Broker
State Registrations41 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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