PH
CFP
PH
CFP
Patrick Healey
18 Years of Experience
Red Bank, NJ
1 Disclosure
Patrick Healey is a CFP-designated registered investment advisor at Caliber Investment Advisors, LLC, based in Red Bank, NJ, 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 High Net Worth, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
151 Bodman Place, Suite 403, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2025Employment History
Current Registrations
Caliber Investment Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
Arete Wealth Advisors, LLC
August 2022 - September 2025 · 3 yrs 1 mo
Arete Wealth Management, LLCBroker
August 2022 - September 2025 · 3 yrs 1 mo
Kalos Capital, INC.Broker
November 2013 - August 2022 · 8 yrs 9 mos
Kalos Management
November 2013 - August 2022 · 8 yrs 9 mos
Securities America Advisors, INC.
March 2010 - November 2013 · 3 yrs 8 mos
Securities America, INC.Broker
March 2010 - November 2013 · 3 yrs 8 mos
Metlife Securities INC.
November 2008 - March 2010 · 1 yr 4 mos
Metlife Securities INC.Broker
September 2008 - March 2010 · 1 yr 6 mos
Lehman Brothers INC.Broker
May 2006 - August 2007 · 1 yr 3 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.
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