Kevin Clark
Kevin Clark is a CFP-designated registered investment advisor at Clark Financial Services Group, INC., based in Chesterfield, MO, with 26 years of industry experience. Kevin 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.75% |
| $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
Location
14310 Olive Blvd, Chesterfield, MO, 63017
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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
Kevin works evenings for the St. Louis Cardinals Baseball Club as a scoreboard operator during baseball season. He is also Vice President at Clark Financial Services Group, Inc., dedicating nearly full-time hours to this RIA. Additionally, Kevin is VP of Operations for Ellisville Athletic Assoc., a baseball and softball organization, spending a few hours per week outside of trading hours.
Employment History
Current Registrations
Clark Financial Services Group, INC.
Previous Registrations
Cutter & Company, INC.Broker
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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