Commerce Investment Advisors, Inc
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Overview
Commerce Investment Advisors, Inc operates as a financial advisor company that has its headquarters in Kansas City, Missouri. It manages $2.6 billion in assets throughout eight customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 36 financial advisors. Commerce Investment Advisors, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like bonds, stocks and options.
Commerce Investment Advisors, Inc manages all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell choices without needing to seek the customer's authorization. The company oversees about $319.3 million in assets for each client account. The average financial advisor at Commerce Investment Advisors, Inc administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 1000 Walnut Street, 15Th Fl., Kansas City, Missouri 64106-1809. It is allowed to serve investors in the state of Missouri.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Commerce Investment Advisors, Inc by the Numbers
$2.6 billion
36
8
$319.3 million
Fee Structure
Fees charged by financial advisors typically depend on which service is offered. Fees charged by Commerce Investment Advisors, Inc typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Commerce Investment Advisors, Inc works with investment companies. Out of its eight accounts, Commerce Investment Advisors, Inc's biggest client by number of accounts is investment companies. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Commerce Investment Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Commerce Investment Advisors, Inc
Saint Louis, MO
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