Advisor at LegaTrust Financial 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
LegaTrust Financial Advisors, Inc.
Location
Saint Louis, MO 63105
Credentials
ChFC®, Series 63, Series 66
Industry experience
19 years
Thomas Dooley is a Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He has been with LegaTrust Financial Advisors, Inc. since 2010, where he is the sole advisor. Outside of his advisory role, he owns and manages a residential rental property. LegaTrust Financial Advisors provides investment advisory and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs diversified portfolio construction using modern portfolio theory and multiple analysis methods, and it maintains a specialized retirement plan consulting practice, including serving as ERISA fiduciaries for plan sponsors.
Based on LegaTrust Financial Advisors, Inc.
Based on LegaTrust Financial Advisors, Inc.
Flat fees from $4,500 to $20,000 for comprehensive financial management; consulting fees negotiated per engagement
$0 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 0.95% $5,000,000+: 0.50%
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure
Account minimum: $500,000 typically Minimum fee: Minimum annual fee of $4,500 Fee-only: Flat fees range from $4,500 to $20,000 for comprehensive financial management; consulting fees negotiated per engagement
231 S Bemiston Ave, Suite 800
Saint Louis, MO 63105
Missouri
Legatrust Financial Advisors Inc
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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