St. Louis Financial Planners Asset Management, LLC
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Overview
St. Louis Financial Planners Asset Management, LLC operates as a financial advisor company headquartered in Chesterfield, Missouri. The company administers $129.9 million in assets throughout 1,098 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. St. Louis Financial Planners Asset Management, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, stocks and bonds.
St. Louis Financial Planners Asset Management, LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing to seek client permission. The advisory firm supervises roughly $118,310 for every account. The average advisor at St. Louis Financial Planners Asset Management, LLC administers around 366 client accounts.
St. Louis Financial Planners Asset Management, LLC's headquarters is at 1415 Elbridge Payne Road, Chesterfield, Missouri 63017. It is registered to serve investors throughout a few states, including Florida, Illinois, Missouri and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
St. Louis Financial Planners Asset Management, LLC by the Numbers
$129.9 million
3
1,098
$118.3 thousand
Products and Services
Financial services offered by St. Louis Financial Planners Asset Management, LLC can include portfolio management for individuals and small businesses and market timing services. Notably, the firm did not provide financial planning services to any of its customers in the prior fiscal year. St. Louis Financial Planners Asset Management, LLC does not sell products or offer services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on which service is provided. However, fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by St. Louis Financial Planners Asset Management, LLC.
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
It works with retail investors. Out of its 1,098 accounts, St. Louis Financial Planners Asset Management, LLC's largest client is retail investors. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- 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
St. Louis Financial Planners Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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