Patrick Michael is a CFA-designated registered investment advisor at RBC Capital Markets, LLC, based in Omaha, NE, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
12910 Pierce St., Suite 300, Omaha, NE, 68144-1106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is involved with Patanel Properties, LLC and Sprouting Minds (West Center, F Street, and 370). The nature of these activities is not specified, but they appear to be business ventures.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations37 states
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