Jarrod Biebel
Jarrod Biebel is a registered investment advisor at Private Client Services, LLC, based in Au Train, MI, with 33 years of industry experience. Jarrod 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
N9980 Shore Drive, Au Train, MI, 49806
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Jarrod is the owner/founder/advisor for TrekNorth Investment Management and affiliated with RFG Advisory, dedicating full-time hours to these roles. He is also an agent for The Pinnacle Group, an Insurance IMO, selling VA/Life insurance products, and has minimal involvement in several real estate ventures and local government roles.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
John Nuveen & CO., IncorporatedBroker
State Registrations21 states
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