Annette Vanderlinde
Annette Vanderlinde is a registered investment advisor at Private Client Services, LLC, based in Royal Oak, MI, with 18 years of industry experience. Annette 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
418 North Main Street, Suite #220, Royal Oak, MI, 48067
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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
Annette is a partner at CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC (PCIA), spending minimal time on this. She also works full-time at Prime Capital Investment Advisors, LLC and spends a few hours per week selling and servicing fixed insurance products through PCRM LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Liberty Wealth Advisors, LLC
First Allied Securities, INC.Broker
Sii Investments, INC.Broker
Commonwealth Financial NetworkBroker
State Registrations15 states
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