Patrick Dyer
Patrick Dyer is a registered investment advisor at Capital Portfolio Management, INC., based in Timonium, MD, with 38 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable depending on the size of the account.
Fee Estimator
Location
9515 Deereco Road, Suite 1010, Timonium, MD, 21093
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an independent insurance agent involved in insurance sales. This activity is investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Capital Portfolio Management, INC.
Capital Portfolio Management, INC.Broker
Previous Registrations
Dean Witter Reynolds INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations14 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.