| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the effective date of the current fee schedule are billed the lower of the fee stated in their original Investment Advisory Agreement or the current fee schedule.
8182 Maryland Ave., Suite 200, St. Louis, MO, 63105
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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 →Chris is a member of YDT Investment, LLC, an investment club, and spends minimal time on it. He is also an income beneficiary of the Frances Griesedieck Trust and an advisory director at Central Bank of St. Louis, attending 1-2 meetings per year.