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Thipp Ratsaboutseua
24 Years of Experience
St. Charles, MO
1 Disclosure
Thipp Ratsaboutseua is a registered investment advisor at Quantumleap Wealth Management, LLC, based in St. Charles, MO, with 24 years of industry experience. Thipp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $7.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$809K average
Assets Under Management
$7.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2757 Plaza Way, Suite 104, St. Charles, MO, 63303
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2014Settled
Employment History
Current Registrations
Quantumleap Wealth Management, LLC
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2007 - January 2015 · 7 yrs 9 mos
Citigroup Global Markets INC.
May 2006 - April 2007 · 11 mos
Morgan Stanley
January 2002 - May 2006 · 4 yrs 4 mos
State Registrations1 state
MO
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.