Jeffery Townsend
Jeffery Townsend is a registered investment advisor at Private Client Services, LLC, based in Westminster, CO, with 38 years of industry experience. Jeffery 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
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
Get directionsHistory
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 ActivitiesSells Insurance
Jeffery is the President of Townsend Capital LLC, a real estate/leasing company, and CEO of Townsend & Associates, Inc., an RIA. He also works as an insurance agent/owner for Townsend & Associates, Inc. to secure life insurance and variable annuities for clients if needed, and is a board member for Country Club Village.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Townsend & Associates, INC.
Securities America, INC.Broker
Consolidated Investment Services, INC.Broker
Gdn Securities, LTD.Broker
Monarch Securities, INC.Broker
State Registrations29 states
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