Advisor at Alpine Private Wealth
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Firm
Alpine Private Wealth
Location
Saint Louis, MO 63105
Credentials
CFA®, Series 63, Series 66
Industry experience
15 years
Brett Rufkahr is a CFA® charterholder with 15 years of industry experience and currently serves at Alpine Private Wealth. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, and Alpine Investment Management, LLC. Outside of his advisory work, he is the owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm uses a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and offers access to affiliated mutual and private funds.
Based on Alpine Private Wealth
Based on Alpine Private Wealth
Family Office Services may be flat fees, negotiated based on services rendered
$0 - $10 million: 0.60% (Core Separate Accounts - Equity) $10 million - $20 million: 0.45% (Core Separate Accounts - Equity) $20 million+: 0.35% (Core Separate Accounts - Equity) $0 - $10 million: 0.35% (Core Separate Accounts - Fixed) $10 million - $20 million: 0.30% (Core Separate Accounts - Fixed) $20 million+: 0.25% (Core Separate Accounts - Fixed) $0 - $10 million: 0.35% (Mutual Funds & Limited Partnerships) $10 million - $20 million: 0.30% (Mutual Funds & Limited Partnerships) $20 million+: 0.25% (Mutual Funds & Limited Partnerships)
Account minimum: $3,000,000 Minimum fee: $18,000 minimum annual fee Fee-only: Wealth Planning Fee of $333/month ($4,000/year) for Emerging Wealth Clients, phased out between $2,000,000 and $3,000,000 AUM
190 Carondelet Plaza, Suite 1300
Saint Louis, MO 63105
Missouri · Texas
Alpine Private Capital, LLC
2017 - Present (9 years)
IMST Distributors, LLC
2014 - 2023 (9 years)
Alpine Investment Management, LLC
2013 - 2017 (4 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 65
Saint Louis, MO
Midwest Advisors LLC
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
Series 63, Series 65
Chesterfield, MO
S.P. Parkin & Co
PFS™, Series 63, Series 65
Saint Louis, MO
Michael Piper, LLC
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