Jacob Steingrubey is a CFP-designated registered investment advisor at Krilogy, based in St. Louis, MO, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 3,204 clients with $5.2B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Total annual fees are generally capped at 2.00% except for accounts subject to the minimum annual fee of $3,750.
Fee Estimator
Location
275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141
Get directionsHistory
Regulatory History (1)
Criminal
July 2004Other Business Activities
Jacob is the owner/landlord of Steingrubey Properties, LLC, a rental property. He spends minimal time maintaining the property.
Employment History
Current Registrations
Krilogy
Previous Registrations
Cutter & Company, INC.Broker
Scottrade, INC.Broker
State Registrations1 state
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.
Exams
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