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B.E.S.T. Wealth Management
B.E.S.T. WEALTH MANAGEMENT LLC is a state-registered investment adviser in ST. LOUIS, MO. It manages approximately $54 million in regulatory assets.
Overview
B.E.S.T. WEALTH MANAGEMENT LLC is a state-registered investment adviser in ST. LOUIS, MO. It manages approximately $54 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
How does B.E.S.T. Wealth Management charge for its services?
The firm charges asset-based fees on discretionary accounts and can also charge fixed or hourly fees for financial planning engagements, per its SEC Form ADV Part 2A. This fee-only structure eliminates commission conflicts and aligns the advisor's compensation with portfolio performance. Clients should review the firm's current brochure for exact breakpoints, as fee schedules vary by account size and service level.
What is the firm's regulatory and disciplinary history?
As of its most recent Form ADV filing, B.E.S.T. Wealth Management reports no material disciplinary events, customer complaints, or regulatory actions involving the firm or its advisory affiliates. The firm's CRD and SEC records show a clean profile, which is a baseline expectation for any institutional allocator conducting operational due diligence on a potential sub-advisor or manager.
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