Bryan Schuenemann
Bryan Schuenemann is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Wayzata, MN, with 23 years of industry experience. Bryan 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
1905 Wayzata Blvd, Wayzata, MN, 55391
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Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Bryan is an IAR at Prime Capital Investment Advisors LLC, dedicating about half his time to sales and service of fee-based asset management and qualified plans. He also sells health insurance through BNS Benefits and other insurance products through Prevail Innovative Wealth Strategies, and is a member of several associations; he also owns CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Lawing Financial INC
Cambridge Investment Research, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 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.