Drew Hayworth
Drew Hayworth is a CFA-designated registered investment advisor at Private Client Services, LLC, based in Denver, CO, with 31 years of industry experience. Drew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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 - $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
2000 South Colorado Boulevard, Tower Two, Suite 460, Denver, CO, 80222
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2019Other Business Activities
Drew works as a Senior Investment Analyst with Townsend & Associates, dedicating full-time hours to investment-related research, portfolio management, and trading. He creates valuation models and manages portfolios for equities, ETFs, and mutual funds.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Highgate Securities Investments
Gallacher Capital Management, LLC
Madison Street Partners, LLC
Electronic Trading Group, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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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