Tiffany Brown is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Westminster, CO, with 23 years of industry experience. Tiffany 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
2761 W 120th Avenue, Suite 200, Westminster, CO, 80234
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Tiffany is a Colorado Notary Public, serving as a neutral witness. She also works as an Investment Advisor Representative for Townsend & Associates Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial 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.