Jeff Cashin is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Boston, MA, with 17 years of industry experience. Jeff 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
265 Franklin Street, Suite 401, Boston, MA, 02110
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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
Jeff is a board member for Appalachian State University and the American Red Cross, and a managing partner for Broperty, LLC, a real estate holding company. He also works for Mayflower Financial Advisors, an RIA.
Employment History
Current Registrations
Private Client Services, LLCBroker
Mayflower Advisors
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
State Registrations2 states
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