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John Hause

Private Client Services, LLC
29 Years of Experience
St. Paul, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Hause is a registered investment advisor at Private Client Services, LLC, based in St. Paul, MN, with 29 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 5TH Street East, Suite 314, St. Paul, MN, 55101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is involved with Tradition Wealth Management LLC as a Registered Investment Advisor, dedicating about a quarter of his time. He also owns TWM Insurance, where he purchases insurance as an owner/producer, spending minimal time on this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Tradition Wealth Management LLC
November 2004 - Present · 21 yrs 11 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
July 2004 - January 2025 · 20 yrs 6 mos
Cambridge Investment Research, INC.Broker
March 2003 - August 2004 · 1 yr 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - March 2003 · 2 yrs 3 mos
Wells Fargo Brokerage Services, L.L.C.Broker
February 2000 - December 2000 · 10 mos
U.S. Bancorp Piper Jaffray INC.Broker
January 2000 - March 2000 · 2 mos
U.S. Bancorp Investments, INC.Broker
June 1997 - March 2000 · 2 yrs 9 mos
State Registrations6 states
AZCOMNNJTXWI
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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