Advisor at Sunpointe Investments
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Firm
Sunpointe Investments
Location
St. Louis, MO 63105
Credentials
CFP®, Series 63
Industry experience
17 years
Ryan Heidenreich is a CFP® with 17 years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2024. Prior to joining Sunpointe, he spent 16 years at American Century Investment Services Inc. and its Private Client Group. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering services that include portfolio management, financial planning, and family office coordination. The firm employs a blended active/passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.
Based on Sunpointe Investments
Based on Sunpointe Investments
Fixed fees for financial planning services starting at $10,000 per engagement; Family office services offered on retainer/flat fee basis.
Up to 1.50% annually (negotiable, maximum fee for assets under management)
Certain Advisory Persons earn commissions as registered representatives and insurance professionals, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Investment management fixed engagement fees ranging from $20,000 to $600,000 per year; Financial planning fixed annual engagement fees starting at $10,000 per engagement; Family office quarterly fixed retainer fee based on advisory fee. Fee-only: Fee-only advisory services; no commissions on advisory fees.
8301 Maryland Avenue, Suite 300
St. Louis, MO 63105
Missouri
Sunpointe, LLC
2024 - Present (2 years)
American Century Investments Private Client Group, Inc.
2017 - 2024 (7 years)
American Century Investment Services Inc.
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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