Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and the maximum annual advisory fee charged for the Atlas, Anchor, and separately managed investment strategies programs shall not exceed 1.50%. The exact fee is based on your amount of assets under management, overall investment objective (asset allocation), discretionary versus non-discretionary trading authorization, and the complexity of the client’s overall financial situation. There is a $500,000 minimum account size and a minimum annual fee of $1,000 for Atlas, a $50,000 minimum account size and a $200 annual minimum fee for Anchor, and a $150,000 minimum account size and a $1,000 annual minimum fee for separately managed investment strategies. Financial planning fees range from $250 to $5,000. Hourly fees are $195 per hour for principals.
Areas of Practice
Advisor Information
Office location
3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312
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 owns commercial real estate and is the manager of the property, dedicating a few hours per week. He is also a trustee for the Daniel M. Kelly 2004 Trust and Lemonade Springs, spending minimal time on the former and a few hours per week on the latter.