Jeffrey Cowley is a CFP-designated registered investment advisor at Citizens Private Wealth, based in St. Louis, MO, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B 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 | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.55% |
Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.
Fee Estimator
Location
St. Louis, MO
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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
Citizens Private Wealth
State Registrations1 state
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Exams
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