Patrick Loc is a CFA-designated registered investment advisor at Pinnacle Treasury Investments, LLC, based in Nacogdoches, TX, with 17 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.45% |
| $10.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable and may be waived for employees.
Fee Estimator
Location
Nacogdoches, TX
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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 →Other Business Activities
Patrick is the sole owner of Mark12V31 LLC, a beekeeping business in development, dedicating a few hours per week. He also serves as CFO for RunTime Centers, a commercial real estate development company, taking about half of his time.
Employment History
Current Registrations
Pinnacle Treasury Investments, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Inteo Capital
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Du Pasquier & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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