AG
CFP
AG
CFP

Anthony Gennaoui

11 Years of Experience
St. Louis, MO

Anthony Gennaoui is a CFP-designated registered investment advisor at Droms Strauss Wealth Management, based in St. Louis, MO, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 409 clients with $730M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
409 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$730.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5.0M - $10.0M0.40%
$10M+0.25%

Fee schedule is negotiated on a client-by-client basis. Employees, family members, and others with relationships with Droms Strauss’ associated persons may be charged lower fees or no fees, at Droms Strauss’ sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

501 N Lindbergh Boulevard, St. Louis, MO, 63141-7844

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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
Droms Strauss Wealth Management
July 2014 - Present · 11 yrs 10 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.