Gretchen Cliburn
Gretchen Cliburn is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in Springfield, MO, with 23 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,398 clients with $9.8B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees may be higher or lower than the stated schedule based on factors including AUM, anticipated additional assets, related accounts, client needs, complexity, portfolio style, and other relevant factors. Fees are negotiable for accounts over $25,000,001. Employees and partners of Forvis Mazars receive discounted or waived fees. At its discretion, Forvis Mazars may aggregate assets from a client's family members.
Fee Estimator
Location
910 East St Louis St, Springfield, MO, 65806
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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