| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.5M | 0.85% |
| $5.5M - $10.5M | 0.75% |
| $10.5M+ | 0.40% |
Fees may be negotiable.
14567 North Outer Forty Road, Suite 200, Chesterfield, MO, 63017
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Brad works with clients on providing proactive customized financial planning that meets their specific needs. He helps clients achieve their financial goals with as little stress as possible, while along the way creating a long term relationship. Brad believes a personal connection is important in the advisor-client relationship and genuinely wants to help clients build a successful and rewarding plan.