Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Platform Technology Partners generally charges an annual fee based upon a percentage of the average daily value of the assets being managed. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. They request a minimum portfolio size of $100,000 per relationship, which may be waived at their sole discretion. Financial consultation services are billed on a flat-fee or hourly basis, with hourly fees ranging from $100 to $300 per hour.
Areas of Practice
Advisor Information
Office location
475 Fifth Ave, Suite 1501, New York, NY, 10017
Get directionsRegulatory 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.
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Patrick is a managing partner/president at Dogwood Lane Capital, working full-time. He is also an IAR of PTP, DBA Northeast Private Wealth, providing fee-based investment advisory services since January 2023.