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:

Private Client Services Client Fee Schedule

Pershing Corestone Fee Schedule

Order Routing Disclosure/Payments for Order Flow (SEC 606/607)

Private Client Services Stop Order Disclosure

Money Market Sweep Change-Tabular Comparison

Municipal Securities Rulemaking Board Disclosure (MSRB)

RFIM-Liquid Insured Deposits Terms & Conditions

 
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