Patrick Sheelar is a registered investment advisor at Countryside Financial LLC, based in Williamsville, NY, with 2 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 248 clients with $73M 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 $750K | 1.15% |
| $750K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,000. This schedule applies to assets managed through the AssetMark Platform. Assets managed outside the AssetMark Platform are charged 1.00% annually.
Fee Estimator
Location
8600 Main Street, Williamsville, NY, 14221
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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 a self-employed soccer referee since 2015. This activity takes about a quarter of his time and does not occur during trading hours.
Employment History
Current Registrations
Countryside Financial LLC
Previous Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
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.