Patrick Day is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Range Park, FL, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
Range Park, FL
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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 sole proprietor and author, writing articles for Substack to support his book. This takes about 10-20% of his time, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Royal Alliance Associates, INC.Broker
World Invest CorporationBroker
Edelman Financial Services, LLC
Capital Analysts, IncorporatedBroker
Calvert Securities CorporationBroker
State Registrations3 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.