Patrick Hanratty
Patrick Hanratty is a CFP-designated registered investment advisor at Capital Analysts, based in Shaker Heights, OH, with 32 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B 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 |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
Get directionsHistory
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 ActivitiesSells Insurance
Patrick sells fixed life insurance as part of financial planning, dedicating minimal time to this activity. He also works full-time as a financial advisor for Capital Advisors, LTD and PTH Financial Group, Inc., providing financial counsel and investment advisory services.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Advisors, LTD., LLC
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
State Registrations9 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
- Robert Holub, CFA, CFPCapital Analysts
- Neil Waxman, CFPCapital Analysts
- Daniel Obrien, CFPCapital Analysts
- Zachary Abrams, CFPLincoln Investment
- Adam Philipp, CFPPhilipp Capital Advisors
- Trevor Allburn, CFPCorient