Advisor at Alpine Private Wealth
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Firm
Alpine Private Wealth
Location
Saint Louis, MO 63105
Credentials
CFA®, Series 63
Industry experience
5 years
Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.
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
IMST Distributors, LLC
2020 - 2023 (3 years)
Alpine Private Capital, LLC
2020 - Present (6 years)
Bank of America Private Bank
2000 - 2020 (20 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
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Broker-dealer / trader
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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
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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.
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PFS™, Series 63, Series 65
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