Patrick Crowley
Patrick Crowley is a registered investment advisor at Crowley Capital Management LLC, based in Prospect Heights, IL, with 19 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, Investment Management, Retirement Planning. Their firm serves 27 clients with $27M 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 $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
The annual fee is negotiable.
Fee Estimator
Location
Prospect Heights, IL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2024Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Patrick is an owner (Treasurer/Vice President) of R & C Realty COTP, a family-owned real estate company with vacant land in Wisconsin, but dedicates minimal time to it. Patrick is also an independent insurance agent since 2013, selling insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Crowley Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.