PC
PC

Patrick Conway

41 Years of Experience
Scottsdale, AZ
Broker

Patrick Conway is a registered investment advisor at Fairport Advisors, INC., based in Scottsdale, AZ, with 41 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
62 clients
Average Client Portfolio
$882K average
Assets Under Management
$54.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.70%
$2.0M - $5.0M1.20%
$5.0M - $10.0M1.00%
$10M+1.00%

Fee is negotiable for $10,000,000 Plus

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9141 E. Hidden Spur Trail, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Patrick is the President of Fairport Advisors, Inc., a registered investment advisor, dedicating a significant amount of time to it. He also works at Fairport Capital Inc., a broker/dealer, in an administrative role, devoting a substantial amount of time to this business as well.

Employment History
Current Registrations
Fairport Advisors, INC.
August 1998 - Present · 27 yrs 9 mos
Fairport Capital, INC.Broker
September 1984 - Present · 41 yrs 8 mos
State Registrations4 states
AZCTFLMA
AdvisorBrokerBoth

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
No exam information available for this advisor.