Patrick Guest is a CFA-designated registered investment advisor at August Group, based in Mont Royal, with 1 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 54 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $200.0M | Included |
| $200M+ | 0.40% |
The annual fee is calculated on a marginal basis. Clients may negotiate adjusted fee approaches depending on their circumstances.
Fee Estimator
Location
5910 Chemin de la Cote de Liesse, Mont Royal, Mont Royal, H4T 1C9
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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 Activities
Patrick is the President of two holding companies, 12945428 Canada Inc and 12945495 Canada Inc, and a trustee for Guest Family Trust 2021, spending minimal time on each. He is also involved with Pathar Capital, though the nature of his involvement is not specified.
Employment History
Current Registrations
August Group
State Registrations1 state
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