Derek Hines is a registered investment advisor at Private Client Services, LLC, based in Durant, OK, with 10 years of industry experience. Derek 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
202 W Main, Durant, OK, 74701
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 Activities
Derek is involved in several outside business activities, including being President of Durant Trails and Open Space, Development Director at VLC Transformation Institute, and General Laborer at a family farm. He also serves as an Executive Pastor and is a member of Hines Family Holdings, dedicating a significant amount of time to these roles in addition to his work at Gaddis Premier Wealth Advisors.
Employment History
Current Registrations
Private Client Services, LLCBroker
Gaddis Premier Wealth Advisors LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations23 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.