Stephen Wedel
Stephen Wedel is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Creve Coeur, MO, with 42 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Three City Dr, Suite 590, Creve Coeur, MO, 63141
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2024Customer Dispute
May 2022Customer Dispute
August 2020Other Business Activities
Stephen is a registered representative with Four Seasons Wealth Management, LLC and an IAR with RFG Advisory, spending full-time hours on these activities. He also owns Wedel & Assciates Financial Services (and a similarly named entity) for tax purposes and is on the board of directors for the Naples Ailing and Yacht Club, dedicating minimal time to the latter.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Veravest Investment Advisors, INC.
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
First Investors CorporationBroker
State Registrations28 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.