Saint Louis Investment Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,416,960
Clients
147
Advisors
1
of 1 employees
About
Saint Louis Investment Advisors provides discretionary portfolio management and financial planning and consulting primarily for individual and high-net-worth clients, and also manages accounts for a limited number of institutional and charitable organization clients — a client mix that is uncommon for similar independent advisers. The firm charges asset-based advisory fees for portfolio management and offers hourly financial planning or consulting engagements.
The firm's investment approach centers on strategic asset allocation using a core-and-satellite framework, with passive index and ETF exposures as the core and selectively added active managers or individual securities as satellites; portfolios are globally diversified and monitored for periodic rebalancing. It generally manages client accounts on a discretionary basis and may implement a range of strategies from long-term holdings to shorter-term trading and options when appropriate.
Noteworthy distinctions include the firm’s role providing portfolio management to institutional and charitable clients, which is statistically rare among peers, and its continuity of management dating back to the mid-2000s. The firm also states it does not accept performance-based fees, maintains relationships with major custodians for execution and custody, and does not vote client proxies, which affects how proxy matters and custody reporting are handled for clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Maximum $300 per hour with 30-minute minimum, negotiable
Account minimum: $1,500 minimum annual fee (may be waived or reduced at discretion) Minimum fee: Minimum annual fee of $1,500 for portfolio management services, may be waived or reduced in sole discretion
Main office
1701 Golfview Drive
Collinsville IL 62234
Advisors at this office
1
Most active in
Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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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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