Thomas Reed
Thomas Reed is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 35 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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
Thomas is an independent insurance agent selling health and life insurance, dedicating about 10-20% of his time to this. He also serves on the Triad Bank Advisory Board, is a partner in Reed Callahan Development Group, is an advisory rep of a RIA, owns Axius Tax & Consulting LLC, and is a board trustee for Twin Fawns HOA.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Renaissance Financial Corporate Education LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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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