St. Louis Financial Planners Asset Management (STLFPAM) offers investment management services, including selecting other advisors and actively managing portfolios. STLFPAM provides advice on individual stocks, mutual funds, and exchange-traded funds (ETFs). STLFPAM's services are offered on a discretionary basis, meaning they can make trades without asking you first. STLFPAM works with investment advisors who determine the best service for their clients based on their individual needs and risk tolerance. STLFPAM does not have custody of client funds.
Assets Under Management$230M
Clients446
Advisors3
Avg. per Client$520K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.75% |
Fees may be negotiable at STLFPAM's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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