Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
33,329 clients
Average Client Portfolio
$896K average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.65%
$500K - $1.0M0.35%
$1.0M - $5.0M0.25%
$5M+0.20%

Fees are negotiable.

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

Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Focus Partners Advisor Solutions, LLC
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
December 2007 - November 2024 · 16 yrs 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.