St. Louis Financial Planners (STLFP) offers investment supervisory services and financial planning advice. This includes evaluating financial plans, retirement planning, tax planning, estate planning, college planning, cash flow analysis, risk management, and debt evaluation. Investment advice covers mutual funds, variable annuities, individual stocks, and limited partnerships. STLFP may use sub-advisors. Clients can terminate their relationship at any time.
Fee Structure
STLFP offers investment management services with fees based on the amount of your portfolio. There are multiple fee schedules depending on the advisor and strategy used. Here's a summary of the different fee schedules:
TAKStd Fee
- First $249,000: 1.35% per year
- $249,000.01 to $500,000: 1.25% per year
- $500,000.01 to $2,000,000: 1.00% per year
- Over $2,000,000.01: 0.75% per year
TAK .97 Fee
- All assets: 0.97% per year
TAK 1.00 Fee
- First $2,000,000: 1.00% per year
- Over $2,000,000.01: 0.75% per year
TAK 1.20 Fee
- First $500,000: 1.20% per year
- $500,000.01 to $1,000,000: 1.00% per year
- Over $1,000,000.01: 0.75% per year
TAK 1.25 Fee
- First $500,000: 1.25% per year
- $500,000.01 to $1,000,000: 1.00% per year
- Over $1,000,000.01: 0.75% per year
Fees are calculated using the average daily account balance and are paid quarterly.