Saint Louis Investment Advisors (SLIA) offers tailored investment advice and portfolio management to meet individual client needs. SLIA also provides financial planning and consulting services, ranging from broad financial plans to single-subject consultations. SLIA uses a strategic asset allocation approach with a core and satellite strategy, diversifying globally to manage risk.
Assets Under Management$72M
Clients150
Advisors1
Avg. per Client$480K
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Some clients may be subject to a different fee schedule that was in effect when they became a client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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