Heidi Wade is a registered investment advisor at Private Client Services, LLC, based in Wauconda, IL, with 6 years of industry experience. Heidi 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
Wauconda, IL
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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
Heidi is associated with Prime Capital Financial as a Registered Investment Advisor (RIA), dedicating full-time hours to this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Usi Securities, INC.
Usi Securities, INC.Broker
Gallagher Fiduciary Advisors, LLC
Triad Advisors LLCBroker
Kestra Investment Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
State Registrations2 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.