Private Client Services is pleased to provide the following disclosure information. Please click on the links to view/print the full disclosure information for each category:
Account Registration Definition
PCS Client Relationship Summary (Form CRS)
Regulation Best Interest Disclosure
Private Client Services Client PP and AAA Fee Schedule 2019
Private Client Services Client Fee Schedule 2019
Customer Concerns or Complaints – Private Client Services, LLC values your business and feedback. You may direct any questions, concerns, or complaints about your account(s) to: Private Client Services Compliance Department, 2225 Lexington Rd, Louisville, KY 40206, Phone: (502)-451-0600