SR
SR

Stanley Dean Royer

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
320 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$800.7M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.85%
$250K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 Market Street, Suite 500, St. Louis, MO, 63101-2501

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History

Regulatory History
Clean regulatory record

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
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Amd Financial Services LLC
July 1999 - July 2006 · 7 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
Stanley Dean Royer - Financial Advisor | TrueAdvisor