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Patrick Hegarty

6 Years of Experience
Pittsburgh, PA

Patrick Hegarty is a registered investment advisor at General Partner, INC., based in Pittsburgh, PA, with 6 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 4 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$79.6M average
Assets Under Management
$318.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$500

General Partner, Inc.'s fees for comprehensive investment advisory services range from $10,000 to $25,000 per month, or between 0.10% and 0.50% of the value of your portfolio. Fees are billed at the end of each month. The fees are negotiable based on factors such as the type of client, complexity, and the amount of assets managed.

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Location

Pittsburgh, PA

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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.

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Employment History
Current Registrations
General Partner, INC.
May 2019 - Present · 7 yrs
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
Patrick Hegarty - Financial Advisor | TrueAdvisor