Matthew Ott is a registered investment advisor at Krilogy, based in St. Louis, MO, with 23 years of industry experience. Matthew 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 3,153 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
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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.
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Matthew is a trustee for the Forest Hills Subdivision, dedicating minimal time. He is also the sole owner of Elk Advisory Group, LLC/PARS, a third-party administrator for retirement plans, spending nearly full-time hours on this.
Employment History
Current Registrations
Krilogy
Previous Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Datatex Investment Services INC
Transamerica Investors Securities CorporationBroker
Transamerica Capital, INC.Broker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
Wells Fargo Advisors, LLCBroker
First Brokerage America, L.L.C.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Edward JonesBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.