Annmarie Hoerr
Annmarie Hoerr is a registered investment advisor at Wealth Management Advisors, INC., based in Washington, MO, with 20 years of industry experience. Annmarie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 243 clients with $47M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $8.0M | 0.25% |
| $8M+ | 0.15% |
Schedule represents the advisor fee portion on the AssetMark platform. Manager and platform fees apply in addition. Other programs include Nationwide at 1.0% and American Funds at 0.25%.
Fee Estimator
Location
6244 Hwy 100 Ste 120, Washington, MO, 63090
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Annmarie is a notary public, a member of several local organizations, and an insurance agent since 2011. As an insurance agent, she reviews clients' life insurance policies, dedicating a few hours per week.
Employment History
Current Registrations
Wealth Management Advisors, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward JonesBroker
State Registrations2 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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