Patrick Mccoy
Patrick Mccoy is a registered investment advisor at Greenline Wealth Management, based in Boca Raton, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 247 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. When using Envestnet, there is an additional bundled fee of 0.60% to 0.90%.
Fee Estimator
Location
301 Yamato Road, Suite 3151, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Criminal
February 2007Other Business ActivitiesSells Insurance
Patrick is an insurance agent for Greenline Insurance LLC, spending minimal time on insurance sales and services. He also owns Patrick McCoy LLC, where he plans to use a drone to scan roofs for companies with storm damage, dedicating a few hours per week.
Employment History
Current Registrations
Greenline Wealth Management
Previous Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Proequities, INC.Broker
State Registrations2 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.