Christine Wedell
Christine Wedell is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Creve Coeur, MO, with 19 years of industry experience. Christine 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
Three City Place Drive, Suite 590, Creve Coeur, MO, 63141
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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
Christine is a registered representative and IAR with RFG Advisory, dedicating full-time hours to these roles. She also owns RSC Innovations, sells non-variable insurance products, provides notary services, and is the owner/advisor/insurance agent for Volare Wealth Advisors, spending full-time hours on this DBA.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
Saxony Securities, INC.Broker
Saxony Capital Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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