Patrick Kearney is a registered investment advisor at Brock Hill Wealth Management, based in Newton, MA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 55 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brock Hill Wealth Management charges a maximum of 1.95% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Adjustments are made for deposits and withdrawals during the quarter.
Location
Newton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a professor at Massachusetts Maritime Academy, dedicating about a quarter of his time, and owns Scituate Reel Tight Charter Fishing LLC. He also works as a driver for Event Parking Logistics (a few hours per week), is a State Representative for the Commonwealth of Massachusetts (about half his time), and is an officer in the US Navy Reserve.
Employment History
Current Registrations
Brock Hill Wealth Management
State Registrations1 state
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