Patrick Howley is a CFP-designated registered investment advisor at Mariner, based in Brentwood, MO, with 42 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.
Fee Estimator
Location
1401 S. Brentwood Blvd., Suite 300, Brentwood, MO, 63144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a registered representative at MSEC, LLC and a Partner/Senior Wealth Advisor at Mariner Wealth Advisors, dedicating full-time hours to these roles. He is also a co-owner/inventor at PatTom Ventures LLC, spending minimal time on product development.
Employment History
Current Registrations
Mariner
Msec, LLC
Msec, LLCBroker
Previous Registrations
Mariner Wealth Advisors
Moneta Group Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Lfg Investments, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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