Patrick Mosman is a CFA-designated registered investment advisor at Kennedy Capital Management, based in St Louis, MO, with 9 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 206 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kennedy Capital Management's (KCM) investment management fees are based on a percentage of the value of your portfolio. The specific fee schedule varies depending on the investment strategy you choose. These fees are generally calculated and paid quarterly, either in advance or in arrears, as specified in your investment advisory agreement. Advisory fees are negotiable and may be lowered or waived under certain circumstances.
Location
10829 Olive Blvd, St Louis, MO, 63141-7739
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a partner in Rye Not, LLC, a liquor production holding company, since 2015. He dedicates minimal time to this business and has no day-to-day duties.
Employment History
Current Registrations
Kennedy Capital Management
State Registrations2 states
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