Patrick Dailey
Patrick Dailey is a CFP-designated registered investment advisor at Capital Endurance Group, INC, based in Alpharetta, GA, with 20 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, High Net Worth, Investment Management, and 1 more. Their firm serves 72 clients with $84M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Comprehensive wealth management fee schedule is negotiable at Capital Endurance Group's sole discretion.
Fee Estimator
Location
5755 North Point Parkway, Suite 20, Alpharetta, GA, 30022
Get directionsHistory
Regulatory History (1)
Criminal
August 1990Other Business Activities
Patrick is a licensed real estate salesperson in Georgia and occasionally uses his license for personal property transactions for himself and his family. Patrick is also the managing member of Capital Endurance Partners, LLC, which advises and oversees the management of Capital Endurance Fund, LP, a private investment partnership.
Employment History
Current Registrations
Capital Endurance Group, INC
Previous Registrations
Tailored Wealth Management
Tailored Wealth Management
Redwood Wealth Management, LLC
Windham Brannon Financial Group, LLC
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.