Brian Distler
Brian Distler is a registered investment advisor at Private Client Services, LLC, based in Mentor, OH, with 19 years of industry experience. Brian 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
7470 Center St, Mentor, OH, 44060
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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
Brian is a Director, CCO, and Advisor at Lakeridge Wealth Management and NMS Wealth Management, providing investment advice and financial planning, dedicating full-time hours to each. He also places fixed insurance products and owns commercial real estate through multiple LLCs, dedicating minimal time to these activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Lakeridge Wealth Management LLC
Previous Registrations
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations13 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.