Catherine Loquet
Catherine Loquet is a registered investment advisor at Financial & Tax Architects, LLC, based in St. Louis, MO, with 8 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M 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 | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Catherine is an owner/agent at Advanced Wealth Management, Inc. since 2002, focusing on insurance sales and spending about 10-20% of her time on this activity, with about half of that time during trading hours.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Arque Capital, LTD.
Waveland Capital Partners LLC
Waveland Investment Advisors, LLC
State Registrations2 states
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.