Brent Roever
Brent Roever is a registered investment advisor at Private Client Services, LLC, based in Chesterfield, MO, with 6 years of industry experience. Brent 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
14567 N Outer 40 Rd, Ste 225, Chesterfield, MO, 63017
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
Brent co-owns residential rental properties with his father, acts as treasurer for Montauk Springs Subdivision Water System, Inc., and co-owns land under MKJ Real Estate LLC. He also works as a financial advisor for Syntegra Private Wealth Group IRIA, dedicating about a quarter of his time to this role, and is an independent insurance agent.
Employment History
Current Registrations
Private Client Services, LLCBroker
Syntegra Private Wealth Group LLC
Previous Registrations
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
State Registrations14 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.