Patrick Farley is a CFA-designated registered investment advisor at Mairs & Power, based in St. Paul, MN, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 756 clients with $12B 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 | 1.00% |
Additional fees may be required if the account is complex or requires additional administrative effort. Different fee schedules also apply to those who were clients of Mairs & Power prior to April 1, 2014. Fees different from the Standard Fee Schedule, including performance-based fees and fixed fees, may be negotiated.
Fee Estimator
Location
30 E 7th Street, Suite 2500, St. Paul, MN, 55101-1363
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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
Mairs & Power
Previous Registrations
Stevens Foster Financial Advisors
Dougherty & Company LLCBroker
Craig-Hallum Capital Group LLCBroker
Centennial Lakes Capital, LLCBroker
Piper Jaffray INC.Broker
R.J. Steichen & CompanyBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations1 state
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.