AS
AS

Anthony Striker

9 Years of Experience
St. Louis, MO
May Earn Commission

Anthony Striker is a registered investment advisor at Wheelhouse Advisory Group, LLC, based in St. Louis, MO, with 9 years of industry experience. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 488 clients with $270M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
488 clients
Average Client Portfolio
$557K average
Assets Under Management
$271.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3M+0.50%

Minimum annual fee of $5,000. Clients onboarded prior to 3/14/25 are grandfathered into the lower minimum annual fee of $2,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12250 Weber Hill Road Suite 305, St. Louis, MO, 63127

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wheelhouse Advisory Group, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Duncan Financial Management, INC.
January 2018 - March 2021 · 3 yrs 2 mos
Edward Jones
November 2016 - November 2017 · 1 yr
Edward JonesBroker
November 2016 - November 2017 · 1 yr
State Registrations2 states
ILMO
Advisor

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
No exam information available for this advisor.
Anthony Striker - Financial Advisor | TrueAdvisor