Joshua Kilsch
Joshua Kilsch is a registered investment advisor at Private Client Services, LLC, based in Vestavia Hills, AL, with 15 years of industry experience. Joshua 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 Drive, Suite 475, Vestavia Hills, AL, 35242-2245
Get directionsHistory
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
Joshua works full-time providing investment advisory and insurance services at Billings Group and RFG Advisory LLC. He also works about half his time as an insurance agent through Crump Insurance and dedicates minimal time to pastoral duties and serving on the board of directors for Billings Group.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.Broker
State Registrations12 states
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