Discretionary Investment

Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop an investment policy and create and manage a portfolio based on that policy. We allocate your assets among various investments taking into consideration the particular investment strategy designed for you. The annual fee for discretionary investment management services is calculated as a percentage of assets under management, according to the schedule below:

Assests Under Management Annual Fee(%)
$0-$500,000 0.80%
$500,001-$1,000,000 0.70%
$1,000,001-$2,000,000 0.60%
$2,000,001 and above 0.50%

Fees are billed quarterly, in arrears, at the beginning of each calendar quarter based upon the value of assets under management at the end of the previous quarter.

Office Location

Cauble & Harre Wealth Management

12977 N Outer Forty Rd
Suite 213
St. Louis, MO 63141

TEL: 314.576.1112


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