Huntleigh Advisors provides asset management services to individual investors, businesses, and retirement plans. Founded in 2001 and based in St. Louis, Missouri, the firm builds customized portfolios or utilizes model strategies, such as their Traditional Model program and MindShare strategies focusing on growth stocks. Huntleigh Advisors also helps clients select third-party money managers and offers fiduciary services for employer-sponsored retirement plans. The firm is affiliated with Huntleigh Securities Corporation, a broker-dealer, and K.W. Chambers & Co., an insurance products broker, which creates conflicts of interest related to shared ownership, cross-business incentives, and transaction fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.