GB
CFA
GB
CFA

Garrett Bernreuter

5 Years of Experience
St. Louis, MO
Broker

Garrett Bernreuter is a CFA-designated registered investment advisor at Edward Jones, based in St. Louis, MO, with 5 years of industry experience. Garrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

12555 Manchester Road, St. Louis, MO, 63131

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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.

Learn about disclosures →
Employment History
Current Registrations
Edward JonesBroker
August 2024 - Present · 2 yrs 2 mos
Edward Jones
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
October 2020 - May 2022 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
February 2020 - May 2022 · 2 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2019 - January 2020 · 7 mos
Nylife Securities LLCBroker
November 2018 - May 2019 · 6 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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.
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