Patrick Duignan
Patrick Duignan is a registered investment advisor at Money Concepts Advisory Service, based in Brea, CA, with 15 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
915 West Imperial Hwy, Ste. 120, Brea, CA, 92821-3850
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Patrick is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP since 2010, where he does tax preparation/accounting, business and tax consulting. This takes nearly a full-time commitment.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
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.
Exams
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