Bret Mooney is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in South Barrington, IL, with 6 years of industry experience. Bret 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
1 Executive Court, Suite #5, South Barrington, IL, 60010
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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
Bret sells non-variable annuities and insurance products, dedicating a few hours per week to identifying needs, applications, and servicing. He is also an Investment Advisor Representative at VestGen Advisors, LLC, spending nearly full-time hours in this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
LPL Financial LLCBroker
State Registrations4 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.