Kelly Patrick is a registered investment advisor at Cooke & Bieler, L.P., based in Philadelphia, PA, with 2 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 226 clients with $11B 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 | 0.25% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
0.25% on fixed income, if applicable. Excluding securities not under our supervision. Fees may be negotiated at Cooke & Bieler’s discretion. The firm may also accept performance-based fee arrangements in accordance with SEC Rule 205-3 provided that certain client eligibility requirements are met and full and fair disclosures are made of material information, including potential conflicts associated with these arrangements.
Fee Estimator
Location
Two Commerce Square, 2001 Market Street, Suite 4000, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cooke & Bieler, L.P.
State Registrations1 state
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