Andrew Phipps is a CFP-designated registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 707 clients with $2.2B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.35% |
Fees are negotiable on a client-by-client basis. Variable annuities are charged an annual fee of 0.50% to 1.00%.
Fee Estimator
Location
383 Marshall Avenue, St. Louis, MO, 63119
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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
Detalus Advisors, LLC
Previous Registrations
Moneta Group Investment Advisors, LLC
State Registrations1 state
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Exams
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