KB
CFP
KB
CFP

Kenneth Bower

21 Years of Experience

Kenneth Bower is a CFP-designated registered investment advisor at Clayton Financial Group, LLC, based in St. Louis, MO, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 248 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$793.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.40%
$20.0M - $30.0M0.35%
$30.0M - $50.0M0.30%
$50.0M - $75.0M0.25%
$75M+0.25%

Fees are negotiable for accounts over $75,000,000.

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

165 North Meramec Suite 130, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clayton Financial Group, LLC
July 2015 - Present · 10 yrs 9 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
July 2004 - July 2015 · 11 yrs
State Registrations2 states
MOTX
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.