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Patrick Mcrae

Kintail Advisors
Algonquin, IL
1 Disclosure
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Patrick Mcrae is a registered investment advisor at Kintail Advisors, based in Algonquin, IL. 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.

Kintail Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees are negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Algonquin, IL

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History

Regulatory History (1)
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Criminal
June 2022
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Kintail Advisors
March 2026 - Present · 7 mos
State Registrations2 states
ILMO
Advisor

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
No exam information available for this advisor.
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