Patrick Stoa is a CFP-designated registered investment advisor at Macco Financial Group, INC., based in Green Bay, WI, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 322 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on complexity, asset level, and relationship size. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
1138 Main Street, Green Bay, WI, 54301
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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.
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Patrick is a partner with 50% ownership in 1138 Main LLC, a rental real estate business, and spends minimal time on it. He also owns Macco Financial Group, Inc., a support company, and is a partner and business advisor/investor for S&E Mini Golf LLC, spending a few hours per week on the mini golf business.
Employment History
Current Registrations
Macco Financial Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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
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