Ty Bernicke is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Altoona, WI, with 28 years of industry experience. Ty 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
1565 Bluestem Blvd., Altoona, WI, 54720
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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
Ty sells fixed annuities, dedicating minimal time to this activity. He also owns Bayfield Cabo LLC (boat), Nelson Tax & Accounting (tax prep/accounting), Sadie Bells LLC (real estate rental), and Bernicke Wealth Management, Ltd. (RIA), spending nearly full-time hours on the RIA.
Employment History
Current Registrations
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Great Valley Advisor Group, INC.
Bernicke Wealth Management, LTD.
Triad Advisors LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Sii Investments, INC.
Sii Investments, INC.Broker
Bernicke & Associates, LTD
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
State Registrations28 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.