Patrick Joseph Carey provides financial planning and investment advising. He offers advice on various financial concerns, including investments, taxes, insurance, retirement, and estate planning. He advises on all types of securities, from government bonds to commodities. Clients determine the amount of financial counseling needed and can terminate the relationship at any time.
Assets Under Management$900K
Clients34
Advisors1
Avg. per Client$27K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.5% to 2%, depending on the size and complexity of the client's account. The fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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