Patrick Cloonan
Patrick Cloonan is a CFP-designated registered investment advisor at Comprehensive Financial Planning, INC., based in East Petersburg, PA, with 18 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 578 clients with $420M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Cash and cash equivalents portion of portfolio is charged 0.26%. For clients with over 500 employees and assets exceeding $50,000,000, a flat fee between $155 and $200 per participant may be considered.
Fee Estimator
Location
5995 Lemon Street, East Petersburg, PA, 17520-1329
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2011Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Patrick provides investment advisory services and offers insurance products as an independent agent. He also works as a basketball referee and handles finances for his high school class reunions, dedicating minimal time to these activities. Patrick is also a Certified Divorce Financial Analyst at Creative Divorce Solutions, LLC, consulting on the financial aspects of divorces.
Employment History
Current Registrations
Comprehensive Financial Planning, INC.
Previous Registrations
Fsc Securities Corporation
Jonathan Roberts Advisory Group, INC.
Pelion Investment Advisors, INC.
Workman Securities Corporation
Intersecurities, 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.