Tait Wilcox
Tait Wilcox is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 1 years of industry experience. Tait operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105
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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 →Other Business Activities
Tait owns residential rental properties in Cochise County, Arizona, dedicating a few hours per week to this activity. Tait also serves as a Commissioner on the Planning and Zoning Commission of City of Sierra Vista, spending minimal time per week in this unpaid role.
Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
State Registrations5 states
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