Patrick Kohnen is a registered investment advisor at Claremont Capital Management, LLC, based in Phoenix, AZ, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $800M 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 $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
333 E Osborn Road, Suite 300, Phoenix, AZ, 85012
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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 a managing member of Dry Lake Ranch, LLC, a real estate investing company, since 2007. He dedicates minimal time to this activity.
Employment History
Current Registrations
Claremont Capital Management, LLC
State Registrations1 state
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