Private Client Services, LLC

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Total assets under management

$1,051,273,980

Total clients

3,224

6% high-net worth

Total advisors

of 60 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$326,078

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial Planning fixed fees typically range from $250 to $25,000; Consulting Services fixed fees range from $250 to $5,000

Percentage

$25,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000+: 1.25%

Commissions

Separate commission-based arrangements available through affiliated broker/dealer; commissions and 12b-1 fees may apply

Project-based

Financial Planning and Consulting Services: $100 to $500 per hour

Subscriptions

Consulting Services may be offered on a subscription basis with fees varying depending on subscription selected

Other

Account minimum: $25,000 Fee-only: Financial Planning: $100 to $500 per hour; fixed fees $250 to $25,000; Consulting Services: $100 to $500 per hour; fixed fees $250 to $5,000; subscription fees vary by service

Disclosures

Main office location

Private Client Services, LLC

2225 Lexington Road

Louisville KY 40206, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 502-451-0600

Advisors at this firm

Paul B

Series 66

Louisville, KY

Private Client Services, LLC

Todd O

Series 66

Louisville, KY

Private Client Services, LLC

Beth M

Series 63, Series 65

Marion, WI

Private Client Services, LLC

Bruce U

ChFC®, Series 63

Louisville, KY

Private Client Services, LLC

Ronald V

Series 63

Somerville, NJ

Private Client Services, LLC

Jason L

Series 63, Series 66

Louisville, KY

Private Client Services, LLC

Theodore G

Series 63, Series 65, Series 66

Louisville, KY

Private Client Services, LLC

Leanne S

Series 66

Louisville, KY

Private Client Services, LLC

Richard R

Series 63, Series 66

Louisville, KY

Private Client Services, LLC

Connor L

Series 63, Series 65

Louisville, KY

Private Client Services, LLC

Robert S

Series 63, Series 65

Oakbrook Terrace, IL

Private Client Services, LLC

Peter T

CFP®, ChFC®, Series 63, Series 65

New York, NY

Private Client Services, LLC

Jeremy B

Series 63, Series 66

Louisville, KY

Private Client Services, LLC

Thomas D

CFP®, Series 63

Louisville, KY

Private Client Services, LLC

Cindy L

Series 66

Louisville, KY

Private Client Services, LLC

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