A complete list of active advisors currently associated with St. Therese Financial LLC
Warmer can help you find a great advisor at St. Therese Financial LLC or one who fits your needs even better.
St. Therese Financial provides discretionary asset management and related financial planning to individuals, high net worth individuals, and non-profit clients. The firm’s brochure and filings also indicate it serves other investment-adviser clients in addition to these typical client types, a client mix that is uncommon among peers. The firm’s investment process combines fundamental and technical analysis and Modern Portfolio Theory, and it manages both passive (mutual fund/ETF) and active (individual stock) strategies with fees billed as a percentage of assets monthly. Portfolios are subject to moral screens that exclude securities linked to abortion, LGBTQ+ issues, pornography, and human rights violations, meaning some investment decisions are influenced by non‑financial criteria. Compared with many independent advisers, St. Therese Financial is small in scale (approximately $827,000 in discretionary assets and about 21 clients) and does not vote client proxies, leaving proxy voting to clients unless assistance is requested. The brochure also notes the firm provides financial planning support at no additional cost and that it relies on a designated custodian relationship (Charles Schwab) and may receive research or other economic benefits tied to client transactions.
To learn more about the advisors currently working at St. Therese Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bettendorf, IA
| 4
|
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