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CFP

Chase Crump

Private Client Services, LLC
19 Years of Experience
Shreveport, LA
1 DisclosureBroker
View SEC Summary
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Chase Crump is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Shreveport, LA, with 19 years of industry experience. Chase 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.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6425 Youree Dr., Suite 180, Shreveport, LA, 71105

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Chase is the owner of Crump Wealth Management for personal tax purposes. He is also an IAR for RFG Advisory and Williams Financial Advisors, and a registered representative and part owner of Williams Financial Advisors, spending nearly full-time hours on these advisory roles. Chase also manages rental real estate through Rhino Capital Management, LLC (about 10-20% of his time) and has a distributorship with Juice Plus (minimal time).

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Rfg Advisory, LLC
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
LPL Financial LLC
May 2010 - January 2016 · 5 yrs 8 mos
LPL Financial LLCBroker
April 2010 - June 2018 · 8 yrs 2 mos
Capital One Investment Services LLCBroker
May 2008 - April 2010 · 1 yr 11 mos
Capital One Investments, LLCBroker
December 2007 - May 2008 · 5 mos
Chase Investment Services CORP.Broker
January 2007 - December 2007 · 11 mos
State Registrations9 states
ARCAFLKSLAMDOKTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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