Anthony Woodard is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 23 years of industry experience. Anthony 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
6201 College Blvd., Suite #150, Overland Park, KS, 66211
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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
Anthony is the Chief Compliance Officer and an advisory representative of a registered investment advisor, Prime Capital Investment Advisors LLC, dedicating about half of his time to these roles. He also plays lead guitar in Toxic A$$et$, spending minimal time on this activity, and is involved with CHHSZ Holdings, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Fiduciary Investment Trusts, LLC
Cambridge Investment Research, INC.Broker
Lawing Financial INC
Woodard, Charles Woodbridge
The O.N. Equity Sales CompanyBroker
State Registrations45 states
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