Kendall Young
Kendall Young is a CFP-designated registered investment advisor at Cauble & Harre Wealth Management, INC., based in St. Louis, MO, with 19 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $260M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived in whole or in part in certain circumstances. Some clients may have been grandfathered to a different fee schedule or service contract.
Fee Estimator
Location
12977 North 40 Drive, Suite 213, St. Louis, MO, 63141
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
Kendall is the Board Chairman of the Financial Planning Association since 2016, a non-paid, volunteer position. This takes about 10-20% of Kendall's time and does not conflict with his investment advisor responsibilities.
Employment History
Current Registrations
Cauble & Harre Wealth Management, INC.
Previous Registrations
Matter Family Office
State Registrations2 states
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