Patrick Jolliffe
Patrick Jolliffe is a ChFC-designated registered investment advisor at Martino Capital, LLC, based in Dallas, TX, with 25 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. Their firm serves 167 clients with $35M 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 $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Retail fee is 1.45% and is negotiable.
Fee Estimator
Location
Dallas, TX
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Regulatory History (1)
Financial
October 2018Other Business ActivitiesSells Insurance
Patrick engages in independent insurance sales, offering whole, universal, and term life insurance since 1994. This activity takes a few hours per week.
Employment History
Current Registrations
Martino Capital, LLC
Previous Registrations
Sunbelt Securities
Familywealth Asset Management
Familywealth
Advisersource.com
Jolliffe Capital, INC.
Jolliffe Capital, INC.
Falco Financial Services, INC.
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.