Patrick Cleary is a registered investment advisor at Etf Architect, based in Newtown Square, PA, 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 195 clients with $16B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- General consulting services are available at a fixed component of $5,000 and an hourly component of $500.00 per hour. The firm may negotiate a lower fee arrangement based on complexity, scope, and the client's relationship with ETF Architect.
Location
3803 West Chester Pike, Suite 150, Newtown Square, PA, 19073
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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
Patrick owns six rental properties as personal investments. This activity is not investment-related.
Employment History
Current Registrations
Etf Architect
Previous Registrations
Alpha Architect
State Registrations1 state
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