Counce Drinkard
Counce Drinkard is a registered investment advisor at Private Client Services, LLC, based in Vestavia Hills, AL, with 17 years of industry experience. Counce 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
1400 Urban Center Dr., Suite 475, Vestavia Hills, AL, 35242
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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 Activities
Counce is a registered representative/principal and portfolio trader/research analyst/IAR with RFG Advisory, dedicating full-time hours to these roles. He also serves as Treasurer and VP of Club Service for the Birmingham Sunrise Rotary Club and is a Sr. Advisor for Four Seasons Wealth Management, spending about half his time on this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
Cantor Fitzgerald & CO.Broker
Bbva Securities INC.Broker
Wiley Bros.-Aintree Capital, LLC
Wiley Bros.-Aintree Capital, LLCBroker
Gcc-Prospect CorporationBroker
State Registrations16 states
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