Cody Gehman is a registered investment advisor at Private Client Services, LLC, based in Wormleysburg, PA, with 8 years of industry experience. Cody 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
602 North Front Street, Wormleysburg, PA, 17043
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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
Cody is involved in several business activities, including owning a stake in Stonebridge Financial Group and preparing tax returns, serving as treasurer for Girls on the Run, and acting as CCO for Stonebridge Financial Group LLC and Stambaugh Ness Wealth Management, LLC. He also owns a share of SBFG Partners LLC, which has a stake in an insurance agency, and performs consultative work for the entity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Stonebridge Financial Group, LLC
Previous Registrations
Stambaugh Ness Wealth Management LLC
Triad Advisors LLCBroker
Triad Hybrid Solutions
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations2 states
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