Patrick Cerrato
Patrick Cerrato is a registered investment advisor at Allspring Funds Management, LLC, based in Rockville Centre, NY, 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 Investment Management. Their firm serves 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
Rockville Centre, NY
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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
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
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