Advisor at Wealth Management Advisors, inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management Advisors, inc.
Location
Washington, MO 63090
Credentials
Series 63, Series 66
Industry experience
20 years
Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Sagepoint Financial, Inc. and Sagepoint Financial LLC. Outside of advising, she is a notary public in Missouri and participates in several community organizations, including the Washington Optimist Club and Women With Purpose, a nonprofit focused on professional and personal development for women. Wealth Management Advisors, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers individualized portfolio management and financial planning, working primarily on a non-discretionary basis and utilizing both fundamental and technical analysis in its investment recommendations.
Based on Wealth Management Advisors, inc.
$0 - $250,000: 1.20% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $7,000,000: 0.25% $7,000,001 - $8,000,000: 0.15% $8,000,001+: 0.15%
$50-$350 per hour depending on staff level and services rendered
Account minimum: $10,000 (for AssetMark Platform Mutual Fund accounts; higher minimums apply depending on investment solution) Minimum fee: Annual minimum Platform fee of $350 for certain ETF and mutual fund investment solutions
6244 Hwy 100 Ste 120
Washington, MO 63090
Illinois · Missouri
Wealth Management Advisors Inc.
2020 - Present (6 years)
Sagepoint Financial, Inc.
2016 - 2019 (3 years)
Sagepoint Financial LLC
2011 - 2019 (8 years)
Sagepoint Financial, Inc
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 66
Marthasville, MO
1035 Capital Management LLC
CFP®, Series 63
Washington, MO
Lang & Becker, Inc.
Series 63, Series 66
Washington, MO
Lang & Becker, Inc.
Series 63, Series 65
Union, MO
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Labadie, MO
Vicus Capital, Inc.
Series 63, Series 65
Washington, MO
Cornerstone Wealth Management, LLC
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