Advisor Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advisor Services, Inc. provides continuous investment advisory services and financial planning to individuals, retirement accounts, trusts, estates, profit-sharing plans, and corporations, managing client accounts on both discretionary and non-discretionary bases. The firm charges advisory fees based on assets under management and also offers retirement plan services and implementation through marketable securities, mutual funds, and ETFs.
The firm develops personalized investment policy statements and follows a structured, five‑step asset management process informed by modern portfolio theory, including asset allocation modeling, manager selection, and periodic rebalancing and quarterly performance reviews. Implementation and custody are arranged through institutional custodians, with the firm responsible for selecting and monitoring money managers and providing portfolio oversight and reporting to clients.
Compared with many independent advisers, the firm also accepts brokerage commissions and its principal is licensed to sell life and health insurance and receives commissions on those sales—arrangements that can present potential conflicts of interest and are relatively uncommon for firms of this type. The principal additionally provides tax preparation and related services as part of the practice, and the firm’s multi-decade operating history and mix of advisory, insurance, and tax services may be a notable consideration for prospective clients assessing service scope and conflicts.
Client services
Expertise
Fee options
$0 - $99,999 or less: 2.5% $100,000 - $499,999: 2.0% $500,000 - $749,999: 1.5% $750,000 - $999,999: 1.0% $1,000,000 - $2,499,999: .75% $2,500,000 - $4,999,999: .65% $5,000,000 - And above: .50%
Advisor receives commissions for sales of insurance products through licensed principal.
$150 per hour for financial planning and estate planning services.
Account minimum: No minimum asset value required
Main office
1760 E. River Rd., Suite #151
Tucson AZ 85718
Advisors at this office
1
Most active in
Arizona
Also doing business as
Advisor Services Investment Management · Advisor Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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