Kurt Palos is a registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 13 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M 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 | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
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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 Activities
Kurt is involved in several business activities, including business development for Patrick Capital Markets, LLC (broker dealer), and is a partner/shareholder in Saxony Financial Holdings, LLC and Saxony Holdings, Inc. He also serves as a board member for St. Agnes School, a non-profit Catholic school.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
State Registrations1 state
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