TrueAdvisor
TrueAdvisor
PY
PY

Patrick Younis

Minichmacgregor Wealth Management, LLC
17 Years of Experience
Saratoga Springs, NY
View SEC Summary
View SEC Summary

Patrick Younis is a registered investment advisor at Minichmacgregor Wealth Management, LLC, based in Saratoga Springs, NY, with 17 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 928 clients with $720M in assets under management.

Minichmacgregor Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
928 clients
Average Client Portfolio
$779K average
Assets Under Management
$722.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual portfolio management fees range from 0.50% to 2.50% depending on the market value of assets under management. Fees are negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

21 Congress Street, Suite 203, Saratoga Springs, NY, 12866

Get directions

History

Regulatory History
Clean regulatory record

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
Minichmacgregor Wealth Management, LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - November 2022 · 2 yrs 5 mos
LPL Financial LLCBroker
April 2019 - April 2020 · 1 yr
Eagle Strategies LLC
May 2018 - April 2019 · 11 mos
Nylife Securities LLCBroker
February 2018 - April 2019 · 1 yr 2 mos
Eagle Strategies LLC
March 2015 - January 2018 · 2 yrs 10 mos
Nylife Securities LLCBroker
January 2013 - January 2018 · 5 yrs
LPL Financial LLCBroker
April 2007 - March 2011 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
July 2004 - March 2005 · 8 mos
Ids Life Insurance CompanyBroker
July 2004 - March 2005 · 8 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Saratoga Springs, NY →All financial advisors in New York →