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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2020
- Office Locations
- 1
Office Locations
About Toberman Becker Wealth, LLC
Toberman Becker Wealth is a fee-only fiduciary RIA serving individuals, families, and business owners—often clients 50+ planning for retirement—locally in St. Louis and nationwide. The firm provides holistic financial planning plus investment portfolio design/management, tax and estate planning, and family business succession/legacy planning. Assets are custodied at Charles Schwab, with ongoing retirement forecasting and consolidated performance reporting; advisory fee is 0.75% annually.
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Owner & Executives
Michael Orion Becker
Financial Advisor, General Partner, PARTNER
- CRD
- #6761484
- Ownership
- 25% but less than 50%
CRAIG ALLEN TOBERMAN
Chief Compliance Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #6306558
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Michael Robert Holtz
--
- CRD
- #7151173
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,793,879 | $361,086 |
| Non-Discretionary | $0 | -- |
| Total | $170,793,879 | $361,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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