Patrick Carroll
Patrick Carroll is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 31 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1993Other Business Activities
Patrick works as a consultant for Pillar6 Advisors, a Registered Investment Advisor, creating a "Relative Strength" Model Portfolio. He spends minimal time per week consulting with the principal and discussing the model and market indicators.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
State Registrations13 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.