Brent Roever
Brent Roever is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Golden, CO, with 6 years of industry experience. Brent 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
14143 Denver West Pkwy., Suite 100, Golden, CO, 80401
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.
Exams
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