Michael Hoefler is a registered investment advisor at Private Client Services, LLC, based in Lincoln, NE, with 8 years of industry experience. Michael 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.
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 - $1.0M | 1.50% |
| $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
Location
7221 Plaza Court, Lincoln, NE, 68516
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
Michael volunteers as a treasurer and mentor for TeamMates of Norris, and is also employed part-time as the Treasurer for the Village of Firth. Additionally, Michael is a mentor/counselor for Royal Family Kids, a Sunday School Teacher & Wednesday Evening "Crew" Leader at New Covenant Community Church, and coaches at the YMCA.
Employment History
Current Registrations
Private Client Services, LLCBroker
Plan a Wealth, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations20 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.
Exams
More Advisors
- Scott Becker, CFPHbe Wealth Management, LLC
- Mark Dolton, CFPD.A. Davidson & CO.
- Jarrett Suddarth, CFPPanoramic Financial
- Conner Boden, ChFCState Farm Investment Management CORP.
- Christopher Bedient, CFA, CFPHbe Wealth Management, LLC
- Tamara Uribe, CFPEdward Jones