Brian Sheehy
Brian Sheehy is a registered investment advisor at Private Client Services, LLC, based in Chicago, IL, with 31 years of industry experience. Brian 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
875 N Michigan Ave, 3100, Chicago, IL, 60611
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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 ActivitiesSells Insurance
Brian operates his LPL business through Pinnacle Wealth Management. He also works as an agent for term, long-term care, universal life, and fixed insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Maridea Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
World Equity Group, INC.
World Equity Group, INC.Broker
Royal Alliance Associates, INC.Broker
Mutual Service CorporationBroker
Vestax Securities CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
State Registrations18 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.