Patrick Reilley
Patrick Reilley is a registered investment advisor at Capital Analysts, based in Bethlehem, PA, with 33 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 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
1 East Broad Street, Suite 550, Bethlehem, PA, 18018
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Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Patrick is involved in several outside business activities, including a solar panel supply business in the Dominican Republic (minimal time), selling fixed products and life insurance (minimal time), managing vacation rentals in the Dominican Republic (a few hours per week), and serving on the board of directors for UNB Bank Mt Carmel (a few hours per week).
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Hibbard Brown & CO., INC.Broker
State Registrations10 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.