Bruce Beyer
Bruce Beyer is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 34 years of industry experience. Bruce 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
6201 College Blvd., Suite #150, Overland Park, KS, 66211
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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 ActivitiesSells Insurance
Bruce is an IAR at Prime Capital Investment Advisors, LLC, dedicating full-time hours to this role. He is also an insurance agent with Beyer Financial Strategies (about 10-20% of his time), oversees financial issues and sales at Wakemaxx Watersports, LLC (about 10-20% of his time), and is a partner in CHHSZ Holdings, LLC, spending minimal time on this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Prime Capital Financial
Previous Registrations
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
State Registrations11 states
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