Steven Velde
Steven Velde is a registered investment advisor at Private Client Services, LLC, based in Frisco, TX, with 17 years of industry experience. Steven 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
Frisco, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2021Criminal
April 1997Other Business ActivitiesSells Insurance
Steven is involved in several outside business activities, including fee-based asset management, serving as president of a financial firm, and selling insurance products. He also owns a holding company that owns the advisory firm and participates in community engagement activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Cambridge Investment Research, INC.Broker
Lawing Financial INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.