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Bradley Doy

Private Client Services, LLC
31 Years of Experience
Downers Grove, IL
Broker
View SEC Summary
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Bradley Doy is a registered investment advisor at Private Client Services, LLC, based in Downers Grove, IL, with 31 years of industry experience. Bradley 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.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
679 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1000K1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4912 Main Street, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is a property manager for BDJV Properties LLC, spending minimal time on it. He also works nearly full-time for VestGen Advisors, LLC, a registered investment advisor.

Employment History
Current Registrations
Private Client Services, LLCBroker
December 2024 - Present · 1 yr 10 mos
Vestgen Advisors, LLC
October 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLC
November 2019 - December 2024 · 5 yrs 1 mo
LPL Financial LLCBroker
November 2019 - December 2024 · 5 yrs 1 mo
Efg Advisors, LLC
May 2013 - March 2014 · 10 mos
Valmark Advisers, INC.
July 2012 - November 2019 · 7 yrs 4 mos
Valmark Securities, INC.Broker
July 2012 - November 2019 · 7 yrs 4 mos
Woodbury Financial Services, INC.
May 2006 - July 2012 · 6 yrs 2 mos
Woodbury Financial Services, INC.Broker
February 2006 - July 2012 · 6 yrs 5 mos
Allstate Financial Services, LLCBroker
April 2003 - February 2006 · 2 yrs 10 mos
Scudder Distributors, INC.Broker
August 1995 - April 2003 · 7 yrs 8 mos
State Registrations25 states
ARAZCACODEFLGAILINKYMAMEMIMNMONCNHOHPASCTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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