Kenneth Coplen is a PFS-designated registered investment advisor at Sfc Financial LLC, based in St. Louis, MO, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 68 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum fee is 1% annually, however, as the amount of investable assets increase the management fee may be lowered. This is at the sole discretion of Adviser. On a case-by-case basis, the annual fee for Portfolio Management Services can be charged as a fixed fee.
Fee Estimator
Location
3890 S. Lindbergh Blvd., Suite 210, St. Louis, MO, 63127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is the owner/secretary of Swink, Fichler & Co., P.C. since 1989, working as a tax accountant and consultant nearly full-time.
Employment History
Current Registrations
Sfc Financial LLC
Previous Registrations
Evets Financial Securities, INC.
State Registrations2 states
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.