Elizabeth Cauble
Elizabeth Cauble is a CFP-designated registered investment advisor at Cauble & Harre Wealth Management, INC., based in St. Louis, MO, with 18 years of industry experience. Elizabeth 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, and 1 more. 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
Contact
Elizabeth Cauble
Location
12977 North 40 Drive, Suite 213, St. Louis, MO, 63141
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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 →Employment History
Current Registrations
Cauble & Harre Wealth Management, INC.
State Registrations2 states
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Exams