Patrick Mccann is a CFA-designated registered investment advisor at Spearhead Advisors, LLC, based in Newport Beach, CA, 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 High Net Worth, Investment Management. Their firm serves 41 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
23 Corporate Plaza, Ste 150, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Patrick is the founder and consultant for Brightwork Consulting, providing solar financial and construction consulting services.
Employment History
Current Registrations
Spearhead Advisors, LLC
State Registrations1 state
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