Firm
Alpine Private Wealth
Saint Louis, Missouri
Fee-only
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | alpineprivatewealth.com |
| Phone | (314) 932-1010 |
Alpine Private Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fees range from 1.00% on separately managed equity strategies to 0.75% on fixed-income portfolios" source
"Our fees range from 1.00% on separately managed equity strategies to 0.75% on fixed-income portfolios" source
"A fee on the assets Alpine manages and advises is called an AUM fee (assets under management)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 57 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 286072 |