Patrick Jamin is a CFA-designated registered investment advisor at Northcoast Asset Management LLC, based in Greenwich, CT, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. 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 determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.
Location
One Greenwich Office Park, Greenwich, CT, 06831
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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
Kovitz Investment Group Partners, LLC
Connectus Wealth
Northcoast Asset Management LLC
State Registrations1 state
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