Assets Under Management
$8.9B
Number of Clients
4,514
Number of Advisors
81
Average Client AUM
$2.0M
AUM per Advisor
$110.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services. They offer integrated services with tax/accounting through Forvis Mazars Private Client. Investment strategies are based on diversification and long-term focus. They manage portfolios using various investments, including ETFs and mutual funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees are negotiable for assets over $25,000,001.
910 East St Louis St, Springfield, MO, 65806