Patrick York is a CFP-designated registered investment advisor at Premier Path Wealth Partners, LLC, based in Madison, NJ, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 463 clients with $1.2B in assets under management.
Compensation
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Average Client Portfolio
Assets Under Management
Fee Structure
Premier Path Wealth Partners' maximum annual fee for investment management is 1.50%. This fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $50,000. The fee is negotiable based on individual circumstances and account type. Account values of family members in the same household may be combined to potentially reduce the fee. The firm may also use third-party managers, whose fees are separate from Premier Path's fees and range from 0-0.90% annually for fixed income and 0.00%-1.50% annually for equity managers.
Location
7 Giralda Farms, Suite 190, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Premier Path Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations2 states
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