Bradley Doy is a registered investment advisor at Private Client Services, LLC, based in Chicago, IL, with 30 years of industry experience. Bradley 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
1 North Franklin, Suite 1850, Chicago, IL, 60606
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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
Bradley is a property manager for BDJV Properties LLC, spending minimal time on it. He also works nearly full-time for VestGen Advisors, LLC, a registered investment advisor.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Efg Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Scudder Distributors, INC.Broker
State Registrations25 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.