Patrick Howley is a CFP-designated registered investment advisor at Mariner Wealth, based in Brentwood, MO, with 41 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
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 Wealth
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
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