Assets Under Management
$928.4M
Number of Clients
646
Number of Advisors
11
Average Client AUM
$1.4M
AUM per Advisor
$84.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Detalus Advisors, in partnership with Marstone, offers discretionary account management through the Detalus Digital Program. Clients complete an online questionnaire to determine their investment goals and risk tolerance, which is used to select an appropriate investment strategy. Marstone manages client accounts according to the chosen strategy, subject to Detalus' oversight.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.01% |
Adviser may waive or reduce the Program Fee for certain clients.
383 Marshall Avenue, St. Louis, MO, 63119