Private Client Services Group manages investment portfolios and offers financial planning services tailored to individual goals and risk tolerance. Founded in 2007 and led by Roger Thompson, Private Client Services Group provides both discretionary and non-discretionary portfolio management, along with targeted financial planning covering retirement, wealth management, estate planning, and insurance. The firm works with individuals, families, trusts, and business owners. Investment advisory services are designed around each client's specific financial situation, time horizon, and liquidity needs. Private Client Services Group requires a minimum investment of $10,000 to open an account. Portfolio management fees are charged as a percentage of your portfolio value, while financial planning is billed at an hourly rate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees range from 0.5% to 1.5% depending on the amount of assets under management. Fees are negotiable.