Patricia Kavanagh
Patricia Kavanagh is a registered investment advisor at Parr Mcknight Wealth Management Group, based in Minneapolis, MN, with 12 years of industry experience. Patricia 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 613 clients with $1.1B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.40% |
| $75.0M - $100.0M | 0.35% |
| $100M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
333 S 7th Street, Suite 2370, Minneapolis, MN, 55402
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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
Patricia co-owns Cottage Couture, LLC, an interior design business, with her spouse. She also holds power of attorney for her parents and acts as trustee for a family trust, dedicating about half her time and about 10-20% of her time respectively to these investment-related activities.
Employment History
Current Registrations
Parr Mcknight Wealth Management Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.