John Goltermann is a CFA-designated registered investment advisor at Private Client Services, LLC, based in Denver, CO, with 29 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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
2000 South Colorado Boulevard, Tower Two, Suite 460, Denver, CO, 80222
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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 Activities
John is the Chief Investment Officer and an Investment Advisor at Townsend & Associates, dedicating nearly full-time hours to these roles. He also volunteers on the advisory board for MSU Denver College of Business, requiring minimal time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Highgate Securities Investments
Obermeyer Wood Investment Counsel, Lllp
Janus Distributors, INC.Broker
Dean Witter Reynolds INC.Broker
Baring & Brown, INC.Broker
State Registrations2 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.
Exams
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