EO
EO

Ethan Oetter

7 Years of Experience
St. Louis, MO

Ethan Oetter is a registered investment advisor at Long River Investment Management LLC, based in St. Louis, MO, with 7 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $72M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$71.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fee may be discounted for friends and family.

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

St. Louis, MO

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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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Other Business Activities

Ethan works on a contract basis for Twin Springs Family Office & Charitable Foundation, compiling data and organizing K-1s. This clerical work takes minimal time annually and is not performed during business hours.

Employment History
Current Registrations
Long River Investment Management LLC
October 2018 - Present · 7 yrs 7 mos
State Registrations4 states
FLMOSCTX
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.
Ethan Oetter - Financial Advisor | TrueAdvisor