Stephen Mcbride
Stephen Mcbride is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Kenton, OH, with 22 years of industry experience. Stephen 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
405 N Main Street, Ste A, Kenton, OH, 43326
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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 ActivitiesSells Insurance
Stephen engages in several business activities, including insurance planning through McBride Financial Services, which takes about a quarter of his time. He also manages a family farm, owns a restaurant franchise, and co-owns a Marco's Pizza franchise, among other community and coaching activities.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Heritage Wealth Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Regis Asset Management LLC
Regis Securities CorporationBroker
Fort Washington Brokerage Services, INC.Broker
State Registrations7 states
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