Brian Yost is a CFA-designated registered investment advisor at Alpine Private Wealth, based in Saint Louis, MO, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 279 clients with $1.2B 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 $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
These fees apply to Core Separate Accounts - Equity. Core Separate Accounts - Fixed: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. Mutual Funds & Limited Partnerships: First $10 million 0.35%, Next $10 million 0.30%, Remainder 0.25%. APW’s affiliated investment adviser, ACR, charges management fees up to 0.65% for the first $10 million, 0.60% for over the next $10 million, and 0.55% for balance over $20 million of the fee listed above. This fee is separate and in addition to the wealth advisory fee represented in the schedule above. On investments in the ACR Funds, ACR pays APW up to 0.25% on invested balances.
Fee Estimator
Location
190 Carondelet Plaza, Suite 1300, Saint Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a Managing Director at Alpine Private Capital, LLC, focusing on wealth management, dedicating full-time hours to this role. He also manages bookkeeping, payroll, and ordering for Diggie LLC, a hair salon, spending minimal time on this. Brian is also a board member for Fellowship of Christian Athletes and Treasurer for Fly Fishers at the Crossing.
Employment History
Current Registrations
Alpine Private Wealth
Previous Registrations
Imst Distributors, LLCBroker
State Registrations2 states
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