Brad Kiplinger
Brad Kiplinger is a registered investment advisor at Private Client Services, LLC, based in Springboro, OH, with 33 years of industry experience. Brad 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
325 N Main Street, Suite 202, Springboro, OH, 45066
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
Brad is a registered representative with Private Client Services, LLC, spending about a quarter of his time in this role. He also works as an insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Private Client Services, LLCBroker
Kiplinger Wealth Advisors
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
Securities America, INC.Broker
New England SecuritiesBroker
MML Investors Services, INC.Broker
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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