Patrick Gilkey is a CFA-designated registered investment advisor at Randolph CO INC, based in Cincinnati, OH, 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, Retirement Planning. Their firm serves 59 clients with $1.1B 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Household accounts aggregating more than $3,000,000 are subject to a negotiated fee.
Fee Estimator
Location
10653 Techwoods Circle, Suite 101, Cincinnati, OH, 45242
Get directionsHistory
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 →Employment History
Current Registrations
Randolph CO INC
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.
Exams
More Advisors
- Gerald Yox, CFPMcf Advisors, LLC
- Andrew Kucia, CFPJohnson Investment Counsel, INC.
- Joseph Hack, CFPMai Capital Management, LLC
- Nicholas Otto, CFP, ChFCMML Investors Services, LLC
- David Yeazell, CFPOctavia Wealth Advisors LLC
- Jacob Rieger, CFPVaultis Private Wealth LTD