Stanley Royer
Stanley Royer is a registered investment advisor at Claris Advisors, LLC, based in St. Louis, MO, with 26 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 331 clients with $910M 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 | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees and account minimums may be negotiable. Not-for-profits are charged 75% of the standard fee. Fixed income portfolios have a separate schedule ranging from 0.50% to 0.25%.
Fee Estimator
Location
800 Market Street, Suite 500, St. Louis, MO, 63101-2501
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
Stanley is affiliated with Brokerage Unlimited, Inc. as an insurance broker and also serves as an agent for Unum Insurance and Standard Insurance.
Employment History
Current Registrations
Claris Advisors, LLC
Previous Registrations
Amd Financial Services LLC
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
More Advisors
- Scott Iverson, CFP, ChFCClaris Advisors, LLC
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- Andrew Phipps, CFPDetalus Advisors, LLC
- Samuel Elmore, CFANisa Investment Advisors, LLC
- Nicholas Stork, CFPWells Fargo Advisors