Patrick Ehret
Patrick Ehret is a registered investment advisor at Janney Montgomery Scott LLC, based in Philadelphia, PA, 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B 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 $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
1717 Arch Street, 21st Floor, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2003Customer Dispute
May 2003Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations24 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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