Drew Geldbach
Drew Geldbach is a registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 11 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,262 clients with $3.5B 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. Additional program or independent manager fees up to 0.50% may apply if using specific model portfolios.
Fee Estimator
Location
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
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
Drew owns DRG Wealth Management for tax purposes and is a registered representative for Four Seasons Wealth Management and Worley Banks Group, spending nearly full-time on these activities. Drew is also an insurance agent selling fixed, life, accident, and health insurance.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.
Exams
More Advisors
- Matthew Fairbairn, CFPVisionary Wealth Advisors, LLC
- Adam Basler, CFPVisionary Wealth Advisors, LLC
- Kent Kobernus, CFPVisionary Wealth Advisors, LLC
- Stacy Flanagin, CFPVisionary Wealth Advisors, LLC
- Timothy Hammett, CFPVisionary Wealth Advisors, LLC
- Timothy Flanagan, CFPVisionary Wealth Advisors, LLC