LegaTrust Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,150,000
Total clients
15
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,676,667
About
Legatrust Financial Advisors provides investment advisory and financial planning services to individuals, families, trusts, estates, small businesses and employer-sponsored retirement plans, as well as charitable funds. Its service mix includes discretionary portfolio management, comprehensive financial planning, and business or project-based consulting engagements.
The firm constructs diversified portfolios using principles of modern portfolio theory with tactical adjustments and periodic rebalancing, and applies multiple methods of analysis (fundamental, quantitative and technical) to tailor portfolios to client goals and risk profiles. It uses third‑party tools for risk profiling and reporting and typically implements strategies through mutual funds, ETFs, equities, fixed income and, when appropriate, alternative or interval fund holdings.
Noteworthy distinctions include an explicit retirement plan consulting practice and willingness to serve pension and profit‑sharing plans — including accepting ERISA fiduciary roles for plan sponsors — which is less common among independent peers. Legatrust’s personnel are also licensed to sell life and health insurance and may receive commissions for insurance implementation, and the firm offers recurring or project consulting arrangements in addition to traditional asset‑based advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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
Main office location
LegaTrust Financial Advisors, Inc.
231 S Bemiston Ave, Suite 800
Saint Louis MO 63105, United States
Number of offices
2
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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