Patrick Leary is a registered investment advisor at Bane O'leary LLC, based in Bloomington, MN, with 21 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 173 clients with $87M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.50% |
Fees may be negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
8000 Norman Center Drive, Suite 230, Bloomington, MN, 55437
Get directionsHistory
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 ActivitiesSells Insurance
Patrick is a sole proprietor involved in insurance sales and services since 2014. He spends a few hours per week presenting illustrations and preparing applications.
Employment History
Current Registrations
Bane O'leary LLC
Previous Registrations
Barber Financial Group
National Planning CorporationBroker
Woodbury Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.