Patrick Gilbride is a registered investment advisor at Edward Jones, based in Brooklyn, NY, with 17 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
8909 Third Ave, Brooklyn, NY, 11209
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
September 2020Other Business Activities
Patrick is the President/Director of the 12:30 Club of Bay Ridge, a non-profit organization. He spends minimal time running bi-monthly meetings, soliciting speakers, and planning board meetings.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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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