Patrick Mcginnis is a registered investment advisor at Nordwand Advisors, based in Radnor, PA, with 21 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. Their firm serves 67 clients with $4.2B 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 | 1.50% |
Fees are negotiable up to 1.50%.
Fee Estimator
Location
150 N. Radnor Chester Rd, Suite A270, Radnor, PA, 19087
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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
Nordwand Advisors
Previous Registrations
Stratton Management Company
State Registrations1 state
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