Bemiston Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,998,000
Clients
17
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$294,000
About
Bemiston Asset Management is a fee-only advisory firm that serves individual clients and also provides ERISA retirement-plan consulting. Its services include discretionary portfolio management, comprehensive financial planning, and public seminars and workshops intended to educate prospective clients and plan participants.
The firm’s investment process is discretionary and tailored to each client’s goals, time horizon and risk tolerance, employing fundamental analysis and a focus on longer-term holdings where appropriate. Clients receive periodic account reviews and written deliverables such as net worth statements and an investment policy statement, and may impose written restrictions on their portfolios.
Distinctive features include a formal offering of limited-scope ERISA 3(21) plan services that incorporate participant education and group enrollment meetings, alongside public, no-fee seminars and workshops—an offering that is relatively uncommon among similarly sized independent firms. Following a custody transition, the firm currently uses both Altruist and Pershing as custodians and maintains a policy of not selling insurance or annuity products.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Wealth management
Fee options
Financial planning fixed fee starting at $3,000
1% annually
Fee-only: Financial planning fixed fee starting at $3,000
Main office location
Bemiston Asset Management, LLC
Webster Groves MO, United States
Number of offices
1
Most active in
Bemiston Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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