Stephen Mcbride
Stephen Mcbride is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Kenton, OH, with 23 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
405 N Main Street, Ste A, Kenton, OH, 43326
Get directionsHistory
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
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.
Exams
More Advisors
- Erik Federer, CFPEdward Jones