Patrick Tucci is a CFA-designated registered investment advisor at Forefront Analytics, LLC, based in W. Conshohocken, PA, with 4 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 147 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee for separately managed accounts varies between 0.49% and 1.50% depending on asset value, complexity, and administrative services. Affiliated pooled investment vehicles charge up to 1.00% annually plus up to a 10% performance allocation.
Fee Estimator
Location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Forefront Analytics, LLC
Previous Registrations
Gkfo, LLC
State Registrations1 state
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
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