WP
WP

William Ross Pepmeyer

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.3M1.00%
$1.3M - $2.3M0.75%
$2.3M+0.50%

Fees are generally negotiable.

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

530 Vance Road, Saint Louis, MO, 63088

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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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Employment History
Current Registrations
Fefa Financial
September 2024 - Present · 1 yr 5 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.