BH
BH

Brian Hayes

23 Years of Experience
St Louis, MO

Brian Hayes is a registered investment advisor at The Mather Group, LLC, based in St Louis, MO, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
4,773 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$13.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.15%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees and minimums are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St Louis, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
The Mather Group, LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Financial Engines Advisors L.L.C.
November 2018 - April 2019 · 5 mos
Edelman Financial Services, LLC
October 2016 - November 2018 · 2 yrs 1 mo
Ef Legacy Securities, LLCBroker
October 2016 - October 2018 · 2 yrs
Strategic Advisers, INC.
May 2009 - August 2016 · 7 yrs 3 mos
Fidelity Brokerage Services LLCBroker
May 2009 - August 2016 · 7 yrs 3 mos
Strategic Advisers, INC.
July 2008 - March 2009 · 8 mos
Fidelity Brokerage Services LLCBroker
July 2007 - March 2009 · 1 yr 8 mos
U.S. Bancorp Investments, INC.
September 2006 - June 2007 · 9 mos
U.S. Bancorp Investments, INC.Broker
July 2006 - June 2007 · 11 mos
Edward JonesBroker
June 2000 - September 2004 · 4 yrs 3 mos
State Registrations3 states
CAILMO
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.