Plancorp, LLC
Assets Under Management
$7.3B
Number of Clients
1,579
Number of Advisors
41
Average Client AUM
$4.6M
AUM per Advisor
$177.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Plancorp, LLC is a fee-only firm providing asset management, comprehensive financial planning, family office services, retirement plan advisory, and institutional investment services. They also offer business owners exit strategy planning. The firm utilizes Modern Portfolio Theory and is certified by the Centre for Fiduciary Excellence (CEFEX).
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $45.0M | 0.40% |
| $45.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable and may be waived in whole or in part in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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Location
540 Maryville Centre Drive, Suite 105, Saint Louis, MO, 63141-5829
41 Advisors at this firm
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