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Legatrust Financial Advisors, Inc. (Saint Louis)


Legatrust Financial Advisors, Inc. is an adviser based in Saint Louis. It manages $4.64 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2010.

Legatrust Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Legatrust Financial Advisors: assets under management

The assets under management (AUM) of Legatrust Financial Advisors, Inc. is $4.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $579.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Legatrust Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Saint Louis

The principal office where Legatrust Financial Advisors, Inc. performs its advisory services is located at 231 S Bemiston Ave, Saint Louis, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-932-2185 or by fax 888-494-5120. The normal business hours are 8 am- 5 pm on Monday - Friday.


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