Fetzer Crockett
Fetzer Crockett is a registered investment advisor at 4-C Personal Wealth Management Consultants, LLC, based in St. Louis, MO, with 16 years of industry experience. Fetzer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $98M 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% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
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 →Other Business ActivitiesSells Insurance
Fetzer is a licensed insurance professional and provides guidance on social security matters, each taking about 10% of his time. He is also involved with College Tuition Solutions, LLC, dedicating minimal time, and holds personal real estate through Simple Sales Solutions, LLC and Missouri Apartment Group, LLC.
Employment History
Current Registrations
4-C Personal Wealth Management Consultants, LLC
State Registrations1 state
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