Dan Kessler is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 28 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1609 West Main St., Russellville, AR, 72801
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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 Activities
Dan operates as a financial advisor through Kessler Financial, dedicating nearly full-time hours. He also works as a farm hand for Dan and Chris Kessler Farm for a minimal time each week and is a secretary and board member for The Liberty Initiative, a non-profit focused on criminal justice, with no time commitment during trading hours.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations1 state
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