Patrick Nerney
Patrick Nerney is a registered investment advisor at Dynasty Wealth Management, LLC, based in St. Petersburg, FL, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 17 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Platform fees range from 0.02% to 0.30%, and manager fees range from 0.20% to 0.50% depending on the specific program and model chosen. Additional sub-manager, custodian, and transaction fees may apply.
Fee Estimator
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701
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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 →Employment History
Current Registrations
Dynasty Wealth Management, LLC
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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