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
St. Louis, MO 63146
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Sherri Weintrop is a CFP® with 39 years of industry experience, currently serving at Wealth Management Advisors, Inc. in St. Louis, MO, where she has worked since 1998. Prior to that, she spent 28 years at Royal Alliance Associates, Inc. Outside of her advisory role, she is involved in nonprofit activities, including co-chairing a fundraising effort for Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. 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, financial planning, and access to third-party advisory platforms, typically operating on a non-discretionary basis while also facilitating discretionary wrap or SMA solutions.
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
2275 Schuetz Road
St. Louis, MO 63146
Florida · Illinois · Missouri · Texas
Wealth Management Advisors, Inc.
1998 - Present (28 years)
Royal Alliance Associates, INC.
1989 - 2017 (28 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.
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Series 63, Series 66
Saint Louis, MO
Integra Wealth Advisors
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