TrueAdvisor
TrueAdvisor
SS
SS

Sabine Stovall

Private Client Services, LLC
15 Years of Experience
Louisville, KY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Sabine Stovall is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 15 years of industry experience. Sabine 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.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2225 Lexington Rd, Louisville, KY, 40206

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2024
Final
Regulatory
March 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sabine is 100% owner of Kudmani, LLC, working as an expert witness in lawsuits, dedicating a few hours per week. She also serves as a FINRA arbitrator and works full-time at The Wealth Planning Company, focusing on estate planning and investments. Additionally, Sabine sells insurance products and is a Director/Secretary for Friends of Prospect Parks, a non-profit organization.

Employment History
Current Registrations
Private Client Services, LLC
August 2011 - Present · 15 yrs 2 mos
Private Client Services, LLCBroker
May 2011 - Present · 15 yrs 5 mos
Private Client Services, LLC
May 2011 - Present · 15 yrs 5 mos
State Registrations22 states
ALCACOFLHIIAILINKSKYMDMSNCNJNYOHORPASCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Louisville, KY →All financial advisors in Kentucky →