Patricia Mccartney
Patricia Mccartney is a registered investment advisor at State Farm Investment Management CORP., based in Port Clinton, OH, with 28 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
315 Lincoln Dr Frnt, Port Clinton, OH, 43452
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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 ActivitiesSells Insurance
Patricia owns an insurance agency, Patricia McCartney's Insurance Agency, as an agent for State Farm and its affiliates, dedicating about half of her time to it. She is also involved in several non-investment related activities, including serving on the Ottawa County Board of Elections, Bittersweet Foundation, Ohio State Farm Agents & Associates PAC, Short Attention Theater, Park District of Ottawa County Board of Park Commissioners, and a business networking organization, as well as being a partner/president of State and Lincoln LLC, an investment-related commercial and residential real estate business.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Registrations2 states
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