Patricia Mcnamara
Patricia Mcnamara is a registered investment advisor at Cherry Creek Investment Advisors INC, based in Englewood, CO, with 27 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 382 clients with $350M 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 - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on client objectives and assets held.
Fee Estimator
Location
68 Inverness Lane East #206, Englewood, CO, 80112
Get directionsHistory
Regulatory History (1)
Regulatory
December 2023Other Business Activities
Patricia is the owner of Banksville Farm, LLC, a business involved in training and sales of show jumpers, since January 2023. This non-investment related activity takes about a quarter of Patricia's time.
Employment History
Current Registrations
Cherry Creek Investment Advisors INC
Previous Registrations
Cherry Creek Investment Advisors INC
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.