Patrick Wiese is a registered investment advisor at Northcoast Asset Management LLC, based in Stamford, CT, 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 Investment Management. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management charges fixed rate fees for individually managed accounts, determined on a case-by-case basis. Factors include the amount of assets managed and the complexity of services provided. Legacy clients pay asset-based strategy fees as specified in their agreements. Fees are charged quarterly in arrears based on the net assets in the client's account. Fees are potentially subject to negotiation.
Location
400 Atlantic Sreet, 6th Floor, Stamford, CT, 06901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Kovitz Investment Group Partners, LLC
Kovitz Investment Group, LLC
Kovitz Securities, LLCBroker
State Registrations1 state
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