Alexander Labrunerie & Co., Inc.

Alexander LaBrunerie & Co., Inc. is a Registered Investment Adviser based in Columbia, Missouri, specializing in investment advisory services for individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm was founded in 1995 and is committed to helping clients build, manage, and preserve their wealth to achieve financial goals. They offer discretionary and non-discretionary investment management services, including managing accounts with various investments such as stocks, bonds, mutual funds, annuities, and alternative assets. Clients' investment allocation and strategy are based on their goals, risk tolerance, and preferences, including socially responsible investing options. The firm charges an annual tiered advisory fee based on assets under management, with a maximum fee of 1.0%. Fees are billed quarterly in advance or arrears based on the account's market value. Financial planning services are also offered, with fees negotiated based on the complexity of the plan. Alexander LaBrunerie & Co., Inc. does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information and provides investment advice to various types of clients without a minimum account size requirement. Clients' accounts are reviewed regularly, and statements are provided by the custodian at least quarterly. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Alexander LaBrunerie & Co., Inc. does not have financial conditions that would impair its ability to meet commitments to clients.