Kayla Stowe
Kayla Stowe is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Mentor, OH, with 14 years of industry experience. Kayla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
7470 Center St, Mentor, OH, 44060
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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
Kayla is involved in several business activities, including fixed life insurance sales, working as a registered investment advisor (RIA) at Lakeridge Wealth Management, and as a financial advisor at NMS Wealth Management. She also serves as a board member for the Northeast Ohio Financial Planning Association chapter. Kayla spends minimal time on insurance sales and the financial planning association, and full-time at both Lakeridge and NMS Wealth Management.
Employment History
Current Registrations
Private Client Services, LLCBroker
Lakeridge Wealth Management LLC
Previous Registrations
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 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.
Exams
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