Patrick Keane is a registered investment advisor at Nevis Equity Advisors LLC, based in New York, NY, with 1 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $690K 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 | 1.30% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5M+ | 0.90% |
For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household or 1.3%, whichever is greater, subject to the Advisor’s discretion. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
New York, NY
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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.
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Patrick is a licensed mortgage loan originator, assisting homeowners with acquiring mortgage loans, and this takes about 10% of his time. He also owns and operates Central Park Touring as a tour guide, dedicating about 10% of his time to this non-investment related activity.
Employment History
Current Registrations
Nevis Equity Advisors LLC
State Registrations1 state
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