Patrick Russell Cleary

Etf Architect

11 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Etf Architect

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

195 clients

Average Client Portfolio

$82.3M average

Assets Under Management

$16.0B

Fee Structure

Financial Planning:Investment management only

Consulting fees include a $5,000 fixed component and $500/hour. Fees are negotiated case-by-case.

One-Time Plan:From $5,000

Hourly Rate:$500/hr

Location

19 East Eagle Road, Havertown, PA, 19083

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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.

Other Business Activities

Patrick owns six rental properties as personal investments. This activity is not investment-related.

Employment History

Current Registrations

Etf Architect

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Alpha Architect

September 2014 - November 2023 · 9 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.