Patrick Moore
Patrick Moore is a registered investment advisor at Private Group Wealth Management, LLC, based in Fredericksburg, TX, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 61 clients with $30M 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 $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable based on certain circumstances. Minimum quarterly fee of $75.
Fee Estimator
Location
Fredericksburg, TX
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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 →Other Business Activities
Patrick is a CPA and sole practitioner, preparing tax returns and auditing financial statements. He spends approximately 1500 hours per year on this activity, which is nearly full-time.
Employment History
Current Registrations
Private Group Wealth Management, LLC
State Registrations1 state
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