Patrick Gaynor is a registered investment advisor at Alta Via Capital, based in Pleasanton, CA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 136 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alta Via Capital charges an annual fee based on the investment strategy selected. The fee is negotiable based on various criteria. Fees are billed quarterly based on the amount of assets managed.
Strategies and their annual fees:
- Corporate Confidence Strategy: 1%
- Small Cap Growth: 1%
- Small/Mid Cap Growth: 1%
- Large Cap Growth: 1%
- Concentrated Equity Growth: 2%
- All-Cap Growth: 1%
- Large Cap Dividend: 1%
- Custom/Asset Allocation: 1%
Location
4695 Chabot Drive, Suite 200, Pleasanton, CA, 94588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alta Via Capital
Previous Registrations
Ptr Partners, LLC
State Registrations1 state
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