Steven Kenny
Steven Kenny is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 32 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven owns rental properties and is a board member for the Cancer Support Community and CFA Institute of St. Louis. He is also an independent insurance agent and an advisory representative of a registered investment advisor, spending about half his time in that role, and 40 hours per month registered with Cambridge Investment Research.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
PNC InvestmentsBroker
PNC Investments
Waddell & Reed
Waddell & ReedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bridge Trading CompanyBroker
Bridge Trading CompanyBroker
Bridge Trading CompanyBroker
A. G. Edwards & Sons, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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