Patrick Foley is a CFP-designated registered investment advisor at Edward Jones, based in New London, NC, with 33 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
37938 Us 52 Hwy N, New London, NC, 28127-9733
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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 managing member of Scale Wealth Group LLC, a real estate holding company, since 2021. He dedicates minimal time to maintaining the property.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Sunamerica Capital Services, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Edward D. Jones & CO., L.P.Broker
Invest Financial CorporationBroker
Hamilton Investments, INC.Broker
State Registrations20 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
More Advisors
- Patrick Dunston, CFPEdward Jones