Wayne Edwin Tate

Detalus Advisors, LLC

27 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Detalus Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

646 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$928.4M

Fee Structure

Minimum Investment:$2.5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

383 Marshall Avenue, St. Louis, MO, 63119

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History

Regulatory History (1)

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Customer Dispute

August 2015

Closed-No Action

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Employment History

Current Registrations

Detalus Advisors, LLC

September 2004 - Present · 21 yrs 5 mos

Previous Registrations

Detalus Securities, LLCBroker

October 2003 - January 2020 · 16 yrs 3 mos

Edward JonesBroker

September 2000 - October 2003 · 3 yrs 1 mo

D.R. Hancock & Company, INC.Broker

January 1998 - September 2000 · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.