Patrick Gilkey is a CFA-designated registered investment advisor at Randolph CO INC, based in Cincinnati, OH. 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 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% |
Fees may be negotiable for household accounts aggregating more than $3,000,000.
Fee Estimator
Location
10653 Techwoods Circle, Suite 101, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Randolph CO INC
State Registrations1 state
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