PRIVATE CLIENT SERVICES LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3498 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2790
Fees received$90,825Median $25,112/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PRIVATE CLIENT SERVICES LLC plan look like?
Service mix · median fees per plan
Count of plans where PRIVATE CLIENT SERVICES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $62,289 | |
Investment advisory (plan)Code 27 | 1 | $3,424 | |
Other commissionsCode 55 | 1 | $25,112 |
Competitor overlap
Percent of PRIVATE CLIENT SERVICES LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PRIVATE CLIENT SERVICES LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PRIVATE CLIENT SERVICES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ENCORE ELECTRIC, INC.CO · 470903643-001 | PRIME CAPITAL INVESTMENT ADVISORS | $75M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $62,289 | 2y | 1 |
V.G. REED & SONS, INC.KY · 610561589-001 | $10M | 91 | $25,112 | 10y | 1 |
INTERAPT, LLCKY · 263323656-001 | $704,703 | 231 | $3,424 | 4y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into PRIVATE CLIENT SERVICES LLC.
- PRIVATE CLIENT SERVICES
- PRIVATE CLIENT SERVICES LLC
- PRIVATE CLIENT SERVICES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PRIVATE CLIENT SERVICES LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PRIVATE CLIENT SERVICES LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent