Ronald Klenke
Ronald Klenke is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 36 years of industry experience. Ronald 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
2085 Blue Stone Drive, Saint Charles, MO, 63303
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Ronald is an independent insurance agent and an advisory representative of a RIA, spending nearly full-time on the latter, including trading activities. He also serves as a board member for McKendree College and Glen Echo Country Club, dedicating minimal time to each, and works as an investment advisor at Cambridge Investment Research about a quarter of his time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Axius Advisors LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Renaissance Financial Corporate Education LLC
Securian Financial Services, INC.
Rf Advisors LLC
Securian Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Nylife Securities INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations7 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.