| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.25% |
| $750K - $2.0M | 1.75% |
| $2M+ | 1.50% |
Advisory fees may be discounted depending on the type of service provided, account size, and investment objectives.
680 Craig Road, Suite 201, St. Louis, MO, 63141
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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 →Travis is an insurance agent with various carriers, spending minimal time on this activity. He also serves on the young professionals board for the Special Olympics of Missouri, dedicating minimal time to this role.