Mikaela Hodges
Mikaela Hodges is a CFP-designated registered investment advisor at Brand Asset Management Group, INC., based in Chesterfield, MO, with 3 years of industry experience. Mikaela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 355 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Subject to a minimum quarterly fee of $11,500 for the full Mosaic service offering, which can be reduced to $9,500 for advisory services and one Mosaic offering, or $7,500 for advisory services only. Brand Family Office has a separate schedule starting at 0.40%. Fees are negotiable.
Fee Estimator
Location
16090 Swingley Ridge Road, Ste 620, Chesterfield, MO, 63017
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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
Brand Asset Management Group, INC.
State Registrations1 state
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
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