Marc Usem is a registered investment advisor at Private Client Services, LLC, based in St. Louis Park, MN, with 15 years of industry experience. Marc 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
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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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
Marc is an advisory representative at Affiance Financial, LLC, dedicating full-time hours to financial planning and investment advisory services. He also manages the investment portfolio for USEM Family LP, spends minimal time as an investment committee member for a charitable organization, and handles administrative tasks for Marli Corporation.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Affiance Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Salomon Smith Barney INC.Broker
Salomon Brothers INC.Broker
State Registrations17 states
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