Gary Breneman is a registered investment advisor at Wealth Management, based in Chesterfield, MO, with 21 years of industry experience. Gary 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, Investment Management, and 2 more. Their firm serves 4,751 clients with $3.7B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $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 may be negotiated with each client. Family account balances are combined for fee calculation.
Fee Estimator
Location
14382 Woodlake Dr, Chesterfield, MO, 63017
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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
Gary is the president/owner of Mutual Fund Publishing Co., overseeing the production of tax reference books, dedicating a significant amount of time during tax season. He also has partial ownership in oil well joint ventures and is president of Gary L. Breneman, CPA, PC, spending about a quarter of his time on tax and accounting work, and is a board member/treasurer for three non-profit organizations.
Employment History
Current Registrations
Wealth Management
Previous Registrations
Genworth Financial Advisers Corporation
State Registrations1 state
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
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