KC
PFS

Kenneth Allen Coplen

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$180.9M

Fee Structure

Hourly Rate:Up to $460/hr

Investment supervisory services are charged an annual fee of 1% of assets under management, but this may be lowered at the adviser's discretion. On a case-by-case basis, the annual fee can be charged as a fixed fee, typically ranging from $10,000 to $20,000 annually. Financial planning fees are calculated on an hourly basis at a rate of $460 per hour. Retirement plan services range from 0.35% to 0.80%, depending on the size of the accounts.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3890 S. Lindbergh Blvd., Suite 210, St. Louis, MO, 63127

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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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Other Business Activities

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
December 2003 - Present · 22 yrs 1 mo
Previous Registrations
Evets Financial Securities, INC.
August 2000 - December 2003 · 3 yrs 4 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
Kenneth Allen Coplen - Financial Advisor | AdvisorDiscover