Vincent
Klein
Saxony Capital Management, LLC
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About this Advisor
Vincent Klein is a financial advisor who works out of Chesterfield, Missouri with 5 years of industry experience. Klein is currently employed by Saxony Capital Management, LLC. During their career, the advisor has held roles at Christ Prince Of Peace Knights Of Columbus Council, Fox Creek Estates Neighborhood Board Of Directors, Centro Property Management, Capa Realty Group, Vctm Global, LLC, Everest Horology Products, Motor Transport Alliance, Cvk Properties, LLC, New Perspective Financial, LLC, Transamerica Financial Advisors, Inc, Saxony Securities, Saxony Capital Management and Madison Avenue Securities. Klein maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Missouri and Texas. Saxony Capital Management, LLC is an advisory company headquartered in Saint Louis, MO. The investment advisory business has offices in 22 locations and a total of seven financial advisors. It manages $163 million in total assets across its 540 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 540 accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on the type of financial services provided. However, fee types billed by Saxony Capital Management, LLC most likely include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$163,089,052
7
540
$302,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Vincent Klein Work History
Vincent has been registered as a financial advisor for 5 years.*
Saxony Securities
Saxony Capital Management
Cvk Properties, LLC
New Perspective Financial, LLC
Motor Transport Alliance
Christ Prince Of Peace Knights Of Columbus Council
Madison Avenue Securities
Transamerica Financial Advisors, Inc
Fox Creek Estates Neighborhood Board Of Directors
Capa Realty Group
Everest Horology Products
Centro Property Management
Vctm Global, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vincent Klein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Saxony Capital Management, LLC
Suttons Bay, MI
Hamilton, OH
Chesterfield, MO
Saint Louis, MO
Hebron, CT
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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