Emily Wilcher is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Columbus, OH, with 9 years of industry experience. Emily 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
1690 West Lane Avenue, Suite 280, Columbus, OH, 43221
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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
Emily is a registered representative with Private Client Services, LLC, a financial services company. She also provides tax preparation services for Frazier Financial Advisors, taking about 10-20% of her time, and works full-time as a registered investment advisor (RIA) for Frazier Financial Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Frazier Financial Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Mid Atlantic Capital CorporationBroker
State Registrations2 states
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