PM
CFP
PM
CFP

Patrick Mccahill

11 Years of Experience
Madison, NJ
Broker

Patrick Mccahill is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Madison, NJ, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

7 Giralda Farms Suite 125, Madison, NJ, 07940

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Patrick works as a research analyst for Gouldin & McCarthy, focusing on investment performance analysis and research. He also serves as a committee member for the Babbitt Ball event, dedicating minimal time each month.

Employment History
Current Registrations
Hightower Advisors, LLC
December 2017 - Present · 8 yrs 5 mos
Hightower Securities, LLC
December 2016 - Present · 9 yrs 5 mos
Hightower Securities, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
December 2014 - November 2016 · 1 yr 11 mos
State Registrations1 state
NJ
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.