John Hause
John Hause is a registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 28 years of industry experience. John 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
7601 France Avenue South, Suite 100, Edina, MN, 55435
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other 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
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations6 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.