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Ronald Vanhorn

Advisor at Private Client Services, LLC

Updated today

Location

Raritan, NJ 08869

Credentials

Series 63

Industry experience

34 years

About

Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in community organizations including serving as a board member of the Concord Ridge Homeowners Association and volunteering with the Flemington Lions Club. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Client services

Based on Private Client Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Private Client Services, LLC

Options & derivatives strategies Tax-loss harvesting

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Fee options

Fixed

Financial Planning fixed fees typically range from $250 to $25,000; Consulting Services fixed fees typically range from $250 to $5,000

Percentage

$25,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000+: 1.25%

Commissions

Separate commission-based arrangement available through supervised persons registered as registered representatives of PCS broker-dealer

Project-based

Financial Planning and Consulting Services hourly fees range from $100 to $500 per hour

Subscriptions

Consulting Services may be offered on subscription basis with fees varying depending on subscription selected

Other

Account minimum: $25,000 Fee-only: Financial Planning fees: $100 to $500 per hour; fixed fees $250 to $25,000; Consulting Services fees: $100 to $500 per hour; fixed fees $250 to $5,000; some consulting services on subscription basis with fees varying by subscription

Location

1124 Route 202 South Unit A6

Raritan, NJ 08869

Most active in

New Jersey

Work history

Private Client Services LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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