Darren Watson
Darren Watson is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 30 years of industry experience. Darren 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 (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Darren is an independent insurance agent for various companies since 2017, dedicating a few hours per week to this activity. He is also an advisory representative of Prime Capital Investment Advisors LLC, spending nearly full-time hours on this. Darren is also a member of CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, spending minimal time on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Edward D. Jones & CO., L.P.Broker
State Registrations16 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.