Mark Kleene is a CFP-designated registered investment advisor at Mvk Financial Planning, LLC, based in Jefferson City, MO, with 14 years of industry experience. Mark 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, Investment Management, and 2 more. Their firm serves 22 clients with $12M 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 $100K | 1.00% |
| $100K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Clients with assets below a minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management. Fees are negotiable. Clients receiving ongoing asset management services may be assessed a $500 minimum annual fee. MVK has the discretion to waive the minimum annual fee.
Fee Estimator
Location
Jefferson City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mvk Financial Planning, LLC
State Registrations2 states
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