Jeffery Yorg is a CFP-designated registered investment advisor at Focus Advisor Solutions, LLC, based in St. Louis, MO, with 11 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,101 clients with $41B 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 | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable. Independent investment advisors may also charge separate advisory fees.
Fee Estimator
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
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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
Jeffery is an adjunct professor and faculty fellow in the Finance Department at the University of Texas - Austin, teaching a class on public finance. He also serves as an alderman for the City of Clayton, Missouri, dedicating a few hours per week to this role.
Employment History
Current Registrations
Focus Advisor Solutions, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Gurtin Municipal Bond Management
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
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