SM
CFP
SM
CFP

Shannon Faye Moenkhaus

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$118.6M

Fee Structure

Minimum Investment:$24K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $15.0M0.60%
$15M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$24,000
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Location

168 N. Meramec Avenue, Suite 150, Clayton, MO, 63105

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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.

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Employment History
Current Registrations
Clarity Financial Planners
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Buckingham Asset Management, LLC
January 2009 - October 2015 · 6 yrs 9 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.