Ned Burns
Ned Burns is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Nashville, IL, with 31 years of industry experience. Ned 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
9627 Wall Street, Nashville, IL, 62263
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Regulatory History (1)
Criminal
December 1986Other Business Activities
The provided text only contains the advisor's firm name and address. There is no information about Ned's outside business activities or insurance sales.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Princor Financial Services CorporationBroker
New England SecuritiesBroker
State Registrations9 states
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