Grant Richars is a registered investment advisor at Universal Financial Advisors, LLC, based in St. Louis, MO. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 304 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Universal Financial Advisors (UFA) offers investment management services for an annual fee based on the amount of your portfolio. The fee generally ranges from less than 1% to no more than 2.5% annually. There is a Minimum Platform Service Fee (MPSF) of $50 annually per advisory account, but this may be waived if the aggregate MPSF fee for the immediate client family household meets the $50 annual minimum per account. The specific fee is disclosed in your advisory agreement.
Location
333 S. Kirkwood Road, Suite 301, St. Louis, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Universal Financial Advisors, LLC
State Registrations1 state
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