Patrick Mcfadden
Patrick Mcfadden is a CFP-designated registered investment advisor at Oppenheimer & CO. INC., based in Radnor, PA, with 45 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 37,605 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer offers several investment management programs with different fee structures:
- Fahnestock Asset Management (FAM): Fees up to 2.5% of your portfolio. Commissions are also charged on certain FAM accounts.
- Alpha: Clients pay brokerage commissions and ticket/handling charges on securities transactions.
- Preference: Fees up to 2.25% of your portfolio. Additional charges may apply based on trading activity.
Minimum account sizes vary depending on the program and the types of investments included in the account. The minimum annual fee for FAM and Preference accounts is $250, but this is waived if the account is at least $50,000 or household advisory accounts are at least $250,000.
Location
201 King of Prussia Road, Suite 320, Radnor, PA, 19087
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
October 2012Customer Dispute
July 2011Customer Dispute
September 2009Customer Dispute
December 2000Other Business Activities
Patrick serves as trustee of the Patrick McFadden Exempt Trust, managing assets held in trust in a fiduciary capacity. This activity occurs outside of normal business hours and has no annual time commitment.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Moseley Securities CorporationBroker
Ids Financial Services INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
State Registrations14 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.