Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment advisory services are negotiated on a client-by-client basis and agreed to in writing. Financial planning is billed at a fixed rate, with estimates provided and a deposit requested. Custodians may charge transaction fees. Mutual funds and ETFs also charge management fees included in their expense ratios.
Areas of Practice
Advisor Information
Office location
Winchester, VA
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.
Learn about disclosures →Other Business Activities
Patrick is an owner of IAS LLC, which provides back-office support (accounting, compliance, and billing) to various companies, including investment-related firms. This takes about a quarter of his time, with half of those hours occurring during securities trading hours.