Tim Hakes
Tim Hakes is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 31 years of industry experience. Tim 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2024Customer Dispute
January 2010Customer Dispute
January 2003Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Tim is an IAR involved in the sale/service of fee-based asset management at Prime Capital Investment Advisors, LLC, dedicating about half his time. He is also involved with CHHSZ Holdings, LLC and PCRM, LLC (Prime Capital Risk Management) where he sells fixed insurance products, spending a few hours per week.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Fiduciary Investment Trusts, LLC
Cambridge Investment Research, INC.Broker
Mason James Asset Management, INC.
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Edward D. Jones & CO., L.P.Broker
State Registrations45 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.