Jeffrey Smith
Jeffrey Smith is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Rockville, MD, with 23 years of industry experience. Jeffrey 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
1451 Rockville Pike, Ste 250, Rockville, MD, 20852
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Jeffrey invests in real estate, offers fixed life/health insurance, and provides tax preparation and accounting services. He also serves as treasurer for a parent association and provides expert witness services for a legal firm.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Bright Futures Wealth Management, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
State Registrations7 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.