Plancorp Review

Trust Score 98%
Trust Score info_outline

Plancorp, federally registered in 1984, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 28 advisors. Plancorp manages $4.0 billion and provides investment advisory services for 1,169 clients (1:42 advisor/client ratio).

Plancorp requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.45% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 42 clients (industry average 1:50)


  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $5,000
Average Account AUM $3,434,766
Hybrid Advisor No
Disciplinary History No
Total AUM $4.0 billion
Advisor / Client Ratio 1:42
Headquarters Saint Louis, MO
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $3,000,000 0.75%
$3,000,001 to $5,000,000 0.60%
$5,000,001 to $10,000,000 0.50%
$10,000,001+ 0.45%

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