PC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
195 clients
Average Client Portfolio
$82.3M average
Assets Under Management
$16.0B
Fee Structure
Financial Planning:Investment management only
Financial Plan Fee:$5,000
Hourly Rate:$500/hr
ETF Architect does not charge sub-advisory clients directly; fees are negotiated with the advisor. Consulting fees include a $5,000 fixed component and an hourly rate of $500.00. Fees can be invoiced monthly or quarterly. Lower consulting fees may be negotiable based on complexity, scope, and relationship with ETF Architect.
Areas of Practice
Investment Management
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Advisor Information
Office location
19 East Eagle Road, Havertown, PA, 19083
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Patrick owns six rental properties as personal investments. This activity is not investment-related.
Employment History
Current Registrations
Etf Architect
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Alpha Architect
September 2014 - November 2023 · 9 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.