Jeffrey Fiehler
Jeffrey Fiehler is a registered investment advisor at Private Client Services, LLC, based in Chesterfield, MO, with 20 years of industry experience. Jeffrey 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
14567 N Outer 40 Rd, Ste 225, Chesterfield, MO, 63017
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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
Jeffrey is involved in a variety of business activities, including farming (MKJ Farms LLC), real estate holdings, boat brokerage, and poultry egg production. He also dedicates about a quarter of his time to Syntegra Private Wealth Group IRIA, providing investment advisory services, and a few hours per week to insurance sales.
Employment History
Current Registrations
Private Client Services, LLCBroker
Syntegra Private Wealth Group LLC
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Arbor Point Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations30 states
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