Matthew Wilhelm
Matthew Wilhelm is a registered investment advisor at Stifel Independent Advisors, LLC, based in St. Louis, MO, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
501 North Broadway, St. Louis, MO, 63102
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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 →Employment History
Current Registrations
Keefe, Bruyette & Woods, INC.Broker
Stifel Independent Advisors, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Miller Buckfire & CO., LLCBroker
New England SecuritiesBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Midwest Discount Brokers INC.Broker
State Registrations51 states
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