LegaTrust Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,250,000
Clients
15
67% 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
15
TypicalAverage account size
$1,016,667
About
LegaTrust provides investment advisory and financial planning services to a mix of individual clients, high‑net‑worth households, trusts and estates, as well as small businesses and charitable funds. The firm also accepts employer retirement plans, including 401(k) and other pension or profit‑sharing plans, and offers business and other consulting engagements and stand‑alone financial planning when requested.
The firm follows a consultative process to build portfolios tied to client goals and risk profiles, using a combination of strategic asset allocation and tactical adjustments, ongoing monitoring, and periodic rebalancing. LegaTrust incorporates third‑party tools and research — including Nitrogen for risk profiling, a range of signal providers, and the eMoney platform for consolidated reporting — and uses multiple analytic methods (fundamental, quantitative, technical and qualitative) in its advice.
What is distinctive relative to many peers is the mix of services: in addition to customary percentage‑of‑AUM management, LegaTrust offers flat or subscription‑style fee arrangements and provides retirement plan consulting and pension‑related services for plan sponsors, with the ability to accept ERISA fiduciary appointments. The firm and some employees are also licensed to sell life, disability and long‑term care insurance and may receive commissions on those sales, creating an advisory model that combines institutional retirement work, insurance brokerage activity, and holistic financial planning.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Private / alternative investments
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Established Professionals
Approaching retirement
Fee options
Flat fees range from $4,500 to $20,000 for Comprehensive Financial Management; consulting fees negotiated per engagement
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 0.95% $5,000,000+: 0.50%
Consulting fees negotiated per engagement; no specific hourly rate stated
Minimum fee: Minimum annual fee of $4,500 Fee-only: Flat fees range from $4,500 to $20,000
Main office location
LegaTrust Financial Advisors, Inc.
231 S Bemiston Ave, Suite 800
Saint Louis MO 63105, United States
Number of offices
2
Most active in
LegaTrust Financial Advisors, Inc. 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
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.
-
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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