|
Disclosure Private Client Services, Inc. offers comprehensive financial planning services through its Planning Group. Comprehensive financial planning is an investment advisory service governed by the Investment Advisers Act of 1940. The advisory service terminates when we deliver the financial plan to you. You may choose to implement some of the goals of a financial plan through your Private Client Services, Inc. Financial Advisor. This implementation may be accomplished by executing securities or financial transactions, participating in an advisory program or some combination thereof. Private Client Services Inc., is not a Broker Dealer and does not execute transactions, Private Client Services, Inc. is an investment adviser. If you choose to implement some of the goals of a financial plan by participating in an advisory program sponsored by Private Client Services, Inc., Private Client Services, Inc. would be acting as an investment adviser for you. Your Financial Advisor receives a portion of the fees payable to Private Client Services, Inc. in such programs. There are important differences between brokerage and advisory services including the rights and obligations of the parties and the laws and rules under which they are regulated. Among other obligations, broker-dealers execute transactions on your instructions and are required to deal fairly with you and make recommendations that are suitable based on your risk tolerance, financial needs and objectives. We are not a Broker Dealer. Private Client Services, Inc. is an Investment Advisory firm. Investment advisers are required to act solely in your best interest, provide specific disclosures to you and act in accordance with the standards of a fiduciary under applicable law. All Real Estate services are provided through Private Client Service, Inc registered with California Department of Real Estate and its affilitate Atlas Financial Services registered with the California Department of Services. All insurance services offered through California Department of Insurance. License number: OB88838 All other services provided by Private Client Services are consultative and the client engages us to work on their behalf and as an internal source representing their best interest. |
We are your wealth management advocates. We sit on the same side of the table as you do and look after your best interest. |