Brad Tinnon is a registered investment advisor at B.E.S.T. Wealth Management LLC, based in St. Louis, MO, with 20 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 121 clients with $54M 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 $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $12.0M | 0.65% |
| $12.0M - $14.0M | 0.60% |
| $14M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
10880 Baur Blvd, Suite 104, St. Louis, MO, 63132
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
Brad is involved with B.E.S.T. Budget App, LLC, a non-investment related budgeting app. He dedicates minimal time working with marketing and development professionals.
Employment History
Current Registrations
B.E.S.T. Wealth Management LLC
Previous Registrations
LPL Financial LLC
Waddell & Reed, INC.
State Registrations2 states
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.