Marco Osorio
Marco Osorio is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 8 years of industry experience. Marco 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
6201 College Blvd., Suite #150, Overland Park, KS, 66211
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
Marco is the owner/operator of Osorio Rentals LLC, a property and vehicle leasing business, and spends nearly full-time hours on this. He also dedicates full-time hours to Prime Capital Investment Advisors as a registered investment advisor, and a few hours per week to Prime Capital Risk Management, selling fixed insurance products.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Independent Advisor Alliance, LLC
Genwealth Financial Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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