Julie Bahr is a CFP-designated registered investment advisor at Meramec Financial Planners, LLC, based in Clayton, MO, with 24 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 474 clients with $1.1B 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees for accounts over $75,000,000 are negotiable. Related family accounts may be grouped together for fee calculation.
Fee Estimator
Location
7911 Forsyth Blvd., Suite 200, Clayton, MO, 63105
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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 →Employment History
Current Registrations
Meramec Financial Planners, LLC
Previous Registrations
Clayton Financial Group, LLC
Moneta Group Investment Advisors, LLC
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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