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Christopher Schulenburg

33 Years of Experience
Chesterfield, MO
1 Disclosure

Christopher Schulenburg is a registered investment advisor at Clark Financial Services Group, INC., based in Chesterfield, MO, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 431 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
431 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$498.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $7.5M0.90%
$7.5M - $10.0M0.75%
$10M+0.60%

Fees apply to the entire account balance, not just the incremental tier. Gardius Wealth Advisors aggregates related accounts for fee calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14310 Olive Blvd, Chesterfield, MO, 63017

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History

Regulatory History (1)
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Customer Dispute
December 2010
Denied
Other Business Activities

Christopher is a 49% owner of Clark Financial Services & Rental, where he manages the company, dedicating nearly full-time hours to this role. He also spends 100% of his time at Clark Financial Services Group, Inc. DBA.

Employment History
Current Registrations
Clark Financial Services Group, INC.
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Cutter & Company, INC.Broker
September 1995 - December 2016 · 21 yrs 3 mos
Ffp Securities, INC.Broker
July 1993 - October 1995 · 2 yrs 3 mos
State Registrations1 state
MO
Advisor

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
No exam information available for this advisor.
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