Patricia Strain-Riley
Patricia Strain-Riley is a registered investment advisor at Bcg Securities, INC., based in Cherry Hill, NJ, with 39 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,963 clients with $740M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiated on a case-by-case basis.
Fee Estimator
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
State Registrations14 states
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