Plancorp, LLC is a registered investment advisor founded in 1983 that offers comprehensive wealth management services to individuals, high-net-worth families, business owners, and institutions. Plancorp's core services include ongoing investment management, financial planning, business owner succession planning, pension consulting, and income tax preparation. When managing investments, Plancorp uses Modern Portfolio Theory to build diversified portfolios primarily utilizing no-load mutual funds, exchange-traded funds, stocks, and bonds. Plancorp operates as a fiduciary, meaning the firm is legally required to act in your best interest. Plancorp also maintains a relationship with digital platform BrightPlan to provide sub-advisory and financial wellness services.
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
