Matthew Jarrell
Matthew Jarrell is a CFP-designated registered investment advisor at St. Louis Financial Planners Asset Management, LLC, based in Chesterfield, MO, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 446 clients with $230M 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 $50K | 2.50% |
| $50K - $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.75% |
Fees may be negotiable at STLFPAM's discretion.
Fee Estimator
Location
16091 Swingley Ridge Rd., Suite 345, Chesterfield, MO, 63017
Get directionsHistory
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
Matthew works as an investment advisor, dedicating about half his time to this role. He also sells life and long-term care insurance.
Employment History
Current Registrations
St. Louis Financial Planners Asset Management, LLC
St. Louis Financial Planners INC.
Previous Registrations
AXA Advisors, LLC
Oneamerica Securities, INC.
State Registrations4 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.