Patrick Riordan
Patrick Riordan is a registered investment advisor at Lawson Kroeker Investment Management INC, based in Omaha, NE, with 39 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 142 clients with $430M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee schedule may be based on cumulative household assets under management. A negotiated fee will be considered for those accounts with restricted investment focus or special circumstances. If client assets are invested in mutual funds, the client pays Lawson Kroeker's management fee as well as the mutual fund's management fee.
Fee Estimator
Location
1926 S. 67th Street, Suite 201, Omaha, NE, 68106
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2000Customer Dispute
January 1997Employment History
Current Registrations
Lawson Kroeker Investment Management INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.