Patrick Kuster is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Garden City, NY, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
600 Old Country Road, Suite 305, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an associate at Fully Vested Advice, Inc. He dedicates about 10-20% of his time during non-business hours and about a quarter of his time during securities trading hours to research, writing, speaking, content creation, and consulting related to financial, tax, and estate planning matters.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Blueprint Wealth Alliance, LLC
Voya Financial Advisors, INC.Broker
National Securities CorporationBroker
MML Investors Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations3 states
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.