Patrick Danehy is a CFA-designated registered investment advisor at Newsouth Capital Management INC, based in Memphis, TN, with 31 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 157 clients with $2.2B 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
Rates shown are for Small Cap Value and Small/Mid Cap Value strategies. Other strategies have different fee schedules: Mid Cap Value and Value Opportunity range from 0.75% to 0.60%; Balanced accounts range from 0.70% to 0.50%; Fixed income and cash management accounts range from 0.40% to 0.30%. Actual fees and minimums may be negotiated.
Fee Estimator
Location
1100 Ridgeway Loop Rd, Suite 444, Memphis, TN, 38120
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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
Newsouth Capital Management INC
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.
Exams
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