Patrick Kennedy is a registered investment advisor at Gms Group, based in Houston, TX, with 19 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $14M 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% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
5075 Westheimer - Suite 1175, Houston, TX, 77056
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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 →Employment History
Current Registrations
Gms Group
Gms GroupBroker
Previous Registrations
The Gms Group, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations18 states
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