PM

Patricia Nell Manley

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
138 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$325.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee

Financial Advisory Partners, LLC charges an annual wrap fee for portfolio management services, which includes portfolio management fees, custodial service fees, and the associated costs of securities transactions. The annual fee ranges up to 2.00% of assets under management, inclusive of any third-party manager fees. The fee is billed and payable quarterly in advance. For clients with a managed Futures Mutual Fund advised by PIMCO and/or a non-traded/limited liquidity Real Estate Investment Trust BREIT managed/advised by Blackstone, the annual fee is 0.75%. The minimum account size for each strategy is $50,000. The advisory fee is negotiable, depending on individual client circumstances.

Areas of Practice
Investment Management
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Advisor Information

Office location

1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Advisory Partners, LLC
September 2021 - Present · 4 yrs 4 mos
Nbc Securities, INC. Broker
October 2007 - Present · 18 yrs 3 mos
Previous Registrations
Nbc Securities, INC.
May 2008 - October 2021 · 13 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.