David Treft
David Treft is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Cincinnati, OH, with 22 years of industry experience. David 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
5968 Bridgetown Road, Cincinnati, OH, 45248
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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
David is a board member for Grace Baptist Church, a financial advisor at Clearpoint Wealth Advisors, and an accountant/bookkeeper/contract CFO. He also sells life, health, disability, and long-term care insurance, and is involved with Souders Financial Advisors, Treft Financial Services, and Back2Back Ministries.
Employment History
Current Registrations
Private Client Services, LLCBroker
Souders Financial Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
Advantage Investment Management, LLC
LPL Financial LLCBroker
National Planning CorporationBroker
MML Investors Services, INC.
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.