Christopher Schulenburg
Christopher Schulenburg is a registered investment advisor at Clark Financial Services Group, INC., based in Chesterfield, MO, with 32 years of industry experience. Christopher 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business Activities
Christopher is a 49% owner of Clark Financial Services & Rental, where he manages the company, dedicating nearly full-time hours to this role. He also spends 100% of his time at Clark Financial Services Group, Inc. DBA.
Employment History
Current Registrations
Clark Financial Services Group, INC.
Previous Registrations
Cutter & Company, INC.Broker
Ffp Securities, 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.