Patrick Cotner is a registered investment advisor at Dcm Advisors, LLC, based in New York, NY, with 22 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 51 clients with $260M 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 $3.0M | 1.25% |
| $3M+ | 0.50% |
Fees vary by strategy (All Cap, Large Cap Value, Wealth Advisory) and are negotiable based on account size and composition.
Fee Estimator
Location
33 Whitehall Street, 11th Floor, New York, NY, 10004
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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 →Employment History
Current Registrations
Dcm Advisors, LLC
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Miura Capital, LLCBroker
Dinosaur Securities, L.L.C.Broker
Direct Access Partners LLCBroker
Multitrade Securities LLCBroker
Lighthouse Financial Group, LLCBroker
RBC Capital Markets CorporationBroker
Carlin Equities, LLCBroker
State Registrations3 states
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.
Exams
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