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 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Fiduciary Advisors, Inc.||St. Louis, MO||Sep 2008 - Current||8|
|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 Management687MILLIONS
Total Number of Accounts314ACCOUNTS
Average Account Value$2,189,273
- 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