Peter Harre
Peter Harre is a CFA-designated registered investment advisor at Cauble & Harre Wealth Management, INC., based in St. Louis, MO, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $260M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived in whole or in part in certain circumstances. Some clients may have been grandfathered to a different fee schedule or service contract.
Fee Estimator
Contact
Peter Harre
Location
12977 North 40 Drive, Suite 213, St. Louis, MO, 63141
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cauble & Harre Wealth Management, INC.
State Registrations2 states
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