Patrick Cleary
Patrick Cleary is a registered investment advisor at Private Client Wealth Advisors, LLC, based in Denver, CO, with 29 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 102 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees are negotiable for amounts over $2,500,001.
Fee Estimator
Location
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Patrick is an insurance agent since 2003, providing insurance products for clients. This requires minimal time.
Employment History
Current Registrations
Private Client Wealth Advisors, LLC
Previous Registrations
Alpha Cubed Investments, LLC
Larimer Capital Corporation
Larimer Capital CorporationBroker
Cetera Advisors LLCBroker
LPL Financial LLCBroker
Proequities, INC.Broker
Transamerica Capital, INC.Broker
AXA Distributors, LLCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Sales CompanyBroker
Royal Alliance Associates, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.