Patrick Mcnally
Patrick Mcnally is a registered investment advisor at Retirement Lifestyles Advisory Group, based in Redding, 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 Business Owners, Investment Management, Retirement Planning. Their firm serves 195 clients with $56M 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 $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. For accounts held at Betterment, the fees are: First $0 - $1,000,000: 1.00% plus 0.25% to Betterment, Next $1,000,001 - $2,000,000: 0.80% plus 0.20% to Betterment, Over $2,000,000: 0.70% plus 0.175% to Betterment
Fee Estimator
Location
2520 Goodwater Ave ste B, Redding, CA, 96002
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2014Judgment / Lien
June 2012Other Business ActivitiesSells Insurance
Patrick owns Patrick McNally Insurance, where he markets and sells life insurance, Medicare supplements, and annuities. He dedicates about 20% of his time to this activity.
Employment History
Current Registrations
Retirement Lifestyles Advisory Group
Previous Registrations
Hunter Financial INC.
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.