Patrick Homan
Patrick Homan is a registered investment advisor at Private Client Services, LLC, based in Louisville, KY, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2225 Lexington Rd., Louisville, KY, 40206
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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 →Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.Broker
Fortigent, LLC
Veritat Advisors
Nestwise LLC
Fortigent, LLC
Uvest Financial Services Group, INC.Broker
LPL Financial LLC
Concord Equity Group Advisors, LLC
Independent Advisers Group CORP
Mutual Service CorporationBroker
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Compass Capital Asset Management
Bb&t Investment Services, INC.
Bb&t Investment Services of South Carolina, INC.Broker
Bb&t Investment Services, INC.Broker
Nationsbanc Investments, INC.Broker
Robert Thomas Securities, INCBroker
Marion Bass Securities CorporationBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
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.