Jennifer Bruer
Jennifer Bruer is a registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 23 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jennifer is the Vice President of J&L Sprinkler Systems DBA John Littrell Irrigation, a lawn irrigation business, since 2001. She also works as a Notary Public since 2022, notarizing documents, and spends minimal time on either activity.
Employment History
Current Registrations
Saxony Securities, INC.
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ffp Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Justin Wilke, CFPQ3 Advisors, LLC
- Stacey Mannebach, CFPPlancorp, LLC
- Mark Keller, CFAConfluence Investment Management LLC
- Sarah Vehige, CFPEdward Jones
- Thomas Cordes, CFA&partners
- Kelsey Abbott, CFPPlancorp, LLC