Patrick Considine
Patrick Considine is a registered investment advisor at Quint Capital Management, based in New York, NY, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 103 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is up to 2% per year, including all sub-advisory fees. Total fees will not exceed 3% of assets. Exceptions to the established fee schedule can be negotiated.
Fee Estimator
Location
230 Park Ave - 361W, New York, NY, 10169
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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 uses Considine & Associates to purchase health insurance for accounting purposes related to his Quint Capital activity. This entity is not investment related and requires minimal time.
Employment History
Current Registrations
Quint Capital Management
Quint Capital CorporationBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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.