Patrick Briskey is a registered investment advisor at Mcdonald Capital Management, INC., based in Columbus, OH, with 23 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 56 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McDonald Capital Management charges a fixed annual fee, ranging from $1,000 to $18,000, depending on the level of assets managed, the amount of work, and the level of expertise required. The annual fee is negotiable based on the client's circumstances. One-quarter of the annual fee is invoiced quarterly in arrears.
Location
Columbus, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is the sole owner of NAK Holdings, LLC, a real estate investment company. This activity is not investment-related and requires minimal time during trading hours.
Employment History
Current Registrations
Mcdonald Capital Management, INC.
Northfort Financial, LLC
Previous Registrations
Advisortradz
First Insurance and Investments INC.
Financial Network Investment Corporation
State Registrations5 states
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