Natalie SchaeferCRD Number: 1080197
Current Firm: Fiduciary Advisors, Inc.
Natalie Schaefer (CRD# 1080197) is an Investment Advisor Representative working at Fiduciary Advisors, Inc. in Saint Louis, MO and has over 15 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Fiduciary Advisors, Inc.||St. Louis, MO||Sep 2008 - Current||9|
|N/a||St. Louis, MO||Aug 2008 - Sep 2008||< 1|
|Rubinbrown Advisors||St. Louis, MO||Jul 1997 - Jul 2008||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management771MILLIONS
Total Number of Accounts315ACCOUNTS
Average Account Value$2,446,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops