Willard Tow
Willard Tow is a registered investment advisor at Acr Alpine Capital Research, LLC, based in St. Louis, MO, with 8 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,389 clients with $8.5B 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.88% |
| $50M+ | 0.75% |
A minimum of $10,000,000 of assets under management is required for this service, and the minimum fee is $100,000. Fees may be negotiable.
Fee Estimator
Location
190 Carondelet Plaza, Suite 1300, St. Louis, MO, 63105
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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 Activities
Willard is a Senior Client Relations Associate at Alpine Capital Research, LLC, an asset management firm, since 2013. This investment-related activity takes more than full-time hours.
Employment History
Current Registrations
Acr Alpine Capital Research, LLC
Imst Distributors, LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations51 states
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