Patrick Kenary is a registered investment advisor at Delta Accumulation, LLC, based in Western Springs, IL, with 7 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. Their firm serves 9 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Accumulation charges a management fee for investment advisory services, generally between 0% and 1.0%, typically paid monthly. Clients may also pay a performance-based fee, between 15% and 30% of the net new profit in the client's account, subject to a "high water mark" provision. Fees and compensation may vary among clients and are negotiable.
Location
Western Springs, IL
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 Activities
Patrick is an advisory board member at Sendero Partners, providing macroeconomic commentary, dedicating a few hours per week. He also provides consulting services to Lunach Capital Corp for a few hours per week.
Employment History
Current Registrations
Delta Accumulation, LLC
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.