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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 are negotiable on a client-by-client basis depending on complexity and account size. Discounts may be offered to family members and friends.
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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014Settled
Employment History
Current Registrations
Quantumleap Wealth Management, LLC
December 2014 - Present · 11 yrs 10 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.
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