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Patrick Harrington

11 Years of Experience
Wellington, OH
Broker

Patrick Harrington is a registered investment advisor at Fifth Third Securities, INC., based in Wellington, OH, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

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

161 East Herrick Avenue, Wellington, OH, 44090

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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 owns rental property in Sandusky, OH, and acts as the landlord. He spends minimal time on this activity, and it does not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
October 2018 - Present · 7 yrs 9 mos
Fifth Third Securities, INC.Broker
June 2016 - Present · 10 yrs 1 mo
Previous Registrations
Ameritas Investment CORP.Broker
November 2014 - March 2016 · 1 yr 4 mos
State Registrations2 states
MOOH
AdvisorBrokerBoth

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.