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:

PCS Client Relationship Summary (Form CRS)

Private Client Services Form ADV Part 1

Private Client Services Form ADV Part 2A

Private Client Services Form ADV Part 2A Appendix 1 – Wrap Fee Program Brochure

Private Client Services Client PP and AAA 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