P
Private Client Services Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,413,152
Total clients
20
65% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$370,658
About
Private Client Services Group, LLC is a small, independent registered investment adviser that serves individuals, families, trusts and business owners with portfolio management and financial planning services. Like many independent advisers, the firm works primarily with individual clients, generally charges fees based on assets under management, and offers an introductory consultation before beginning a formal engagement.
The firm provides tailored portfolio management — either customized portfolios or predefined model strategies — and monitors and rebalances accounts on an ongoing basis; it also offers targeted financial planning on an hourly basis. Its investment process combines fundamental and technical analysis and can include both long-term positions and shorter-term trades, with risk-management tools such as stop-loss points.
Noteworthy features include the firm’s small scale — managing roughly $7.4 million in discretionary assets across about 20 client accounts, with all reported assets managed on a discretionary basis — which may result in a more concentrated client-adviser relationship than larger peers. The brochure also discloses participation in an institutional custodian/advisor program that provides research, trading and operational benefits (and related potential conflicts of interest), and the firm maintains a formal Code of Ethics and reports no disciplinary history.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
0.5% to 1.5% depending on assets under management
$200 per hour
Account minimum: $10,000
Main office location
Private Client Services Group, LLC
Ocala FL, United States
Number of offices
1
Most active in
Private Client Services Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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