Advisor at Saint Louis Investment Advisors Inc
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Firm
Saint Louis Investment Advisors Inc
Location
Collinsville, IL 62234
Credentials
Series 63, Series 65
Industry experience
20 years
Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.
Based on Saint Louis Investment Advisors Inc
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Maximum $300 per hour with 30-minute minimum, negotiable
Account minimum: $1,500 minimum annual fee (may be waived or reduced at discretion) Minimum fee: Minimum annual fee of $1,500 for portfolio management services, may be waived or reduced in sole discretion
1701 Golfview Drive
Collinsville, IL 62234
Illinois · Missouri · Texas
Saint Louis Investment Advisors
2005 - Present (21 years)
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