Luis Flores is a CFA-designated registered investment advisor at Central Trust Bank, based in Springfield, MO, with 7 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard advisory fee is generally 1.00%. Fees may be discounted based on factors such as the amount of assets, portfolio composition, complexity, and negotiations.
Fee Estimator
Location
3333 S National Ave., Fl. 3, Springfield, MO, 65807
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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 →Employment History
Current Registrations
Central Trust Bank
Previous Registrations
Pension Consultants INC
Pks Advisory Services, LLC
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.
Exams
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