Patrick Mckiernan
Patrick Mckiernan is a registered investment advisor at HUB Investment Partners, LLC, based in San Rafael, CA, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Patrick works for HUB International in multiple roles, including outside W-2 employment and as an accommodation broker/dealer. He also works for HUB International Insurance Services Inc. selling non-variable insurance, dedicating minimal time to this, and for HUB Retirement and Wealth Management as a Registered Investment Advisor, spending full-time hours on this.
Employment History
Current Registrations
HUB Investment Partners, LLC
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.