Paul Banks
Paul Banks is a registered investment advisor at The Worley Banks Group, LLC, based in Creve Coeur, MO, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 749 clients with $180M 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 - $1000K | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Location
6 Cityplace Drive, Suite 460, Creve Coeur, MO, 63141
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
Paul works as an insurance agent, selling various insurance products since April 2022. This takes a few hours per week.
Employment History
Current Registrations
The Worley Banks Group, LLC
Previous Registrations
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
Edward JonesBroker
Edward Jones
Private Client Services, LLCBroker
Rfg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
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.