Patrick Tuite
Patrick Tuite is a registered investment advisor at Compass Financial Advisory Services, LLC, based in North Myrtle Beach, SC, with 18 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,031 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Advisory Services charges a percentage of your portfolio each quarter. The brochure states that fees will generally not exceed 1% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.
Location
North Myrtle Beach, SC
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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 Activities
Patrick is the managing member of MAMB, LLC, a holding company to receive compensation and manage expenses. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Compass Financial Advisory Services, LLC
Previous Registrations
Masonboro Advisors
United Brokerage Services, INCBroker
United Brokerage Services INC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward Jones
Edward JonesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.