TrueAdvisor
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BB
CFP
BB
CFP

Brian Bachelier

Mutual Advisors, LLC
27 Years of Experience
Clayton, MO
Sells Insurance
View SEC Summary
View SEC Summary

Brian Bachelier is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Clayton, MO, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

165 North Meramec Ave., Suite 430, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is involved with Voleta Advisors, LLC as a pass-through entity, and is a trustee for Arbor Haven Home Owners Association. He also rents office space through Hawthorne Capital Wealth Advisors, LLC and works as an independent insurance agent, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Mutual Advisors, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Voleta Advisors LLC
April 2019 - July 2021 · 2 yrs 3 mos
Scottrade, INC.Broker
May 1998 - January 2018 · 19 yrs 8 mos
State Registrations2 states
MOTX
Advisor

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
No exam information available for this advisor.
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