Patrick Nolan is a registered investment advisor at Personal Cfo Solutions LLC, based in Chester, NJ, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 611 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Personal CFO Solutions offers discretionary portfolio management services. The annual fee is a percentage of the value of your portfolio: 0.5%, 0.75%, or 1%. The specific percentage is negotiable. Fees are deducted from your account quarterly. As an alternative, Personal CFO may recommend independent investment managers, who charge separate fees.
Location
384 Main Street, Chester, NJ, 07930-2528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Personal Cfo Solutions LLC
Previous Registrations
The Ayco Company,l.p.
State Registrations1 state
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