Bismarck Darko is a CFP, ChFC-designated registered investment advisor at Creative Planning, based in Overland Park, KS, with 12 years of industry experience. Bismarck 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 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
5454 W. 110th Street, Overland Park, KS, 66211
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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
Bismarck is an Investment Advisory Representative at Sageview Advisory Group, LLC, providing advisory services. This takes up a full-time commitment.
Employment History
Current Registrations
Creative Planning
Sageview Advisory Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Wealth Services, LLCBroker
Goldman Sachs Personal Financial Management
Goldman Sachs & CO. LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
USAA Financial Advisors, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations50 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.