Top financial advisors in Jefferson City, MO
We’ve curated a list of the best financial advisors in Jefferson City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$105,446,669
Number of advisors
7 advisors
| $105,446,669 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jefferson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jefferson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Build Asset Management
Build Asset Management, LLC is an SEC registered investment adviser established in June 2018, headquartered in Jefferson City, Missouri, with additional offices in Seattle, Washington. The firm offers portfolio management services to various clients, including institutional clients, businesses, individuals, and high net worth individuals. Build provides discretionary portfolio management services, allowing them to make investment decisions without prior client approval. The firm advises on a range of investments such as stocks, bonds, mutual funds, ETFs, options, private funds, and alternative investments based on client goals and risk tolerance. Build also offers sub-advisory services to third-party money managers and serves as the investment adviser to the Build Bond Innovation ETF and the Build Secured Income Fund I. The firm charges annual fees for portfolio management services ranging from 0.25% to 2.000% based on assets under management. Build does not charge performance-based fees and acts as a fiduciary, voting proxies in the best interest of clients. The firm does not compensate for client referrals and does not have custody of client funds or securities. Build's investment strategies are reviewed regularly to align with client objectives and risk tolerance. The firm does not have any disciplinary events and is financially sound, not requiring a financial statement to be included in the brochure.
$105,446,669 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jefferson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jefferson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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