Patrick Swift
Patrick Swift is a CFP-designated registered investment advisor at Amplius Wealth Advisors, based in Blue Bell, PA, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 781 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amplius Wealth Advisors charges a percentage of your portfolio annually for investment management. The exact percentage is negotiable and depends on the size of your portfolio and the services you need, but it will not exceed 1.75% per year. The fee is calculated based on the value of your investments at the end of the previous quarter and is billed in advance. If you deposit or withdraw more than $50,000 in assets during a quarter, the fee will be adjusted. You can end the agreement with 30 days' notice, and you'll only be charged for the days they managed your investments.
Location
1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA, 19422
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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 ActivitiesSells Insurance
Patrick is an independent licensed insurance agent since February 2021, selling life insurance. This activity is investment-related.
Employment History
Current Registrations
Amplius Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.