Thomas Harvell
Thomas Harvell is a registered investment advisor at Clark Financial Services Group, INC., based in Chesterfield, MO, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 414 clients with $460M 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 - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.75% |
| $10M+ | 0.60% |
The fee rate at each breakpoint applies to the entire account. Gardius Wealth Advisors will aggregate a client’s advisory accounts for purposes of determining the appropriate fee rate.
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
Thomas is a Senior Associate at Clark Financial Services Group, Inc., a Registered Investment Advisor, dedicating full-time hours to this role. He has been with the company since 2013.
Employment History
Current Registrations
Clark Financial Services Group, INC.
Previous Registrations
Cutter & Company, INC.Broker
State Registrations1 state
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