Patrick Edwards is a registered investment advisor at Usi Advisors, based in Cincinnati, OH, with 15 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.
Location
312 Elm Street, 24th Floor, Cincinnati, OH, 45202
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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 has an outside business activity that is not investment related. This activity takes about a quarter of his time and does not occur during trading hours.
Employment History
Current Registrations
Usi Advisors
Usi Securities, INC.Broker
Usi Securities, INC.
Previous Registrations
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities LLCBroker
Herbst Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.