Patrick Jones is a registered investment advisor at Marathon Capital Management, based in Hunt Valley, MD, with 24 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 286 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
4 North Park Drive, Suite 106, Hunt Valley, MD, 21030-1806
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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 manages three real estate holding companies: Red Star Real Estate Holding LLC, Red Star Real Estate GA LLC, and Red Star Capital DE LLC. He spends minimal time on each of the latter two.
Employment History
Current Registrations
Marathon Capital Management
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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