Donna Zoeller is a registered investment advisor at Smith Moore & CO., based in Clayton, MO, with 20 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
7777 Bonhomme Ave., Suite 2400, Clayton, 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 ActivitiesSells Insurance
Donna works as an insurance agent, providing service and sales. This investment-related activity takes minimal time.
Employment History
Current Registrations
Smith Moore & CO.
Smith, Moore & CO.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Edward JonesBroker
State Registrations21 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.