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How does the advisor help clients – Key Takeaways:
PATRICK CAPITAL MANAGEMENT is a highly-regarded financial management firm, dedicated to helping clients achieve their financial goals. With decades of combined experience and a team of knowledgeable advisors, they provide expert guidance and personalized solutions for their clients’ financial needs.
Facts and Insights
As a leading financial management firm, PATRICK CAPITAL MANAGEMENT has a wealth of insights and expertise to offer their clients. Here are some key facts about the firm:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 25 years |
Financial Services Offered
PATRICK CAPITAL MANAGEMENT offers a wide range of financial services that cater to the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
PATRICK CAPITAL MANAGEMENT serves a diverse client base, including:
- Individuals and families
- High-net-worth individuals
- Business owners and entrepreneurs
- Retirees
- Non-profit organizations
Fees & Compensation
PATRICK CAPITAL MANAGEMENT believes in transparency when it comes to fees and compensation. They strive to offer competitive and fair pricing structures to their clients, taking into account the complexity of their financial situation and the services provided. Fees may include asset-based fees, hourly fees, or fixed fees, depending on the client’s needs.
Background
PATRICK CAPITAL MANAGEMENT was founded in 1996 by experienced financial professionals with a passion for helping clients achieve financial success. With a strong focus on personalized service and expert guidance, the firm has grown to become one of the top financial management firms in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, PATRICK CAPITAL MANAGEMENT is regulated by the Securities and Exchange Commission (SEC) and must adhere to strict standards and regulations. In the interest of transparency, here are some important disclosures to be aware of:
- PATRICK CAPITAL MANAGEMENT has no disclosures on their record.
- The firm acts as a fiduciary for their clients, meaning they must always act in their clients’ best interests.
- Any potential conflicts of interest are fully disclosed to clients.