Patrick Wallace
Patrick Wallace is a registered investment advisor at Covington Investment Advisors, INC., based in Ligonier, PA, with 22 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 236 clients with $890M 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 $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for relationships above $10,000,001 and may vary at the advisor's discretion.
Fee Estimator
Location
301 East Main Street, Ligonier, PA, 15658
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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 →Other Business Activities
Patrick is the President of Covington Investment Advisors, Inc., where he has worked as an investment advisor since 2003. This appears to be his primary business activity.
Employment History
Current Registrations
Covington Investment Advisors, INC.
State Registrations3 states
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