Alex Flaugher is a registered investment advisor at Moment Private Wealth, based in Saint Louis, MO, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moment Private Wealth charges an annual fee based on the value of your portfolio. The fee is paid quarterly. The percentage decreases as the value of your portfolio increases.
For clients with less than $10 million:
- Up to $1,999,999: 1.00%
- $2,000,000 - $3,999,999: 0.80%
- $4,000,000 - $5,999,999: 0.70%
- $6,000,000 - $9,999,999: 0.65%
For clients with $10 million or more:
- Up to $2,999,999: 0.75%
- $3,000,000 - $4,999,999: 0.70%
- $5,000,000 - $9,999,999: 0.65%
- $10,000,000 - $14,999,999: 0.55%
- $15,000,000 - $19,999,999: 0.50%
- $20,000,000 - $29,999,999: 0.45%
- $30,000,000 - $49,999,999: 0.40%
- $50,000,000 - $74,999,999: 0.30%
- $75,000,000 - $99,999,999: 0.25%
- $100,000,000 and above: Negotiable
Location
2 Cityplace Drive, 2nd Floor, Saint Louis, 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 Activities
Alex manages a rental property in Edwardsville, IL, since 2016. This activity requires minimal time.
Employment History
Current Registrations
Moment Private Wealth
Previous Registrations
Charles Schwab & CO., INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
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.