WS
CFA
WS
CFA

Willem Schilpzand

12 Years of Experience
Saint Louis, MO

Willem Schilpzand is a CFA-designated registered investment advisor at Acr Alpine Capital Research, LLC, based in Saint Louis, MO, with 12 years of industry experience. Willem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,389 clients with $8.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
6,389 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Minimum Annual Fee:$100,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.88%
$50M+0.75%

A minimum of $10,000,000 of assets under management is required for this service, and the minimum fee is $100,000. Fees may be negotiable.

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

8000 Maryland Avenue, Suite 700, Saint Louis, 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
Acr Alpine Capital Research, LLC
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - July 2008 · 2 yrs 11 mos
State Registrations2 states
MOTX
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.
Willem Schilpzand - Financial Advisor | TrueAdvisor