PC
PC

Patrick Clark

18 Years of Experience
Broker

Patrick Clark is a registered investment advisor at Hunter Associates LLC, based in Pittsburgh, PA, with 18 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. Their firm serves 1,123 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Fees may be negotiable. Clients who opened accounts prior to January 1, 2023, are generally subject to lower investment advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818

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History

Regulatory 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.

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Employment History
Current Registrations
Hunter Associates LLCBroker
January 2022 - Present · 4 yrs 3 mos
Hunter Associates LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
PNC Capital Advisors LLC
June 2020 - December 2021 · 1 yr 6 mos
PNC Capital Markets LLCBroker
May 2020 - December 2021 · 1 yr 7 mos
Mid Atlantic Financial Management, INC.
April 2017 - September 2019 · 2 yrs 5 mos
Mid Atlantic Capital CorporationBroker
April 2017 - September 2019 · 2 yrs 5 mos
Federated Global Investment Management CORP.
January 2011 - December 2011 · 11 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - December 2011 · 11 mos
Federated Securities CORP.
November 2009 - December 2011 · 2 yrs 1 mo
Federated Investment Counseling
June 2007 - April 2017 · 9 yrs 10 mos
Federated Securities CORP.Broker
May 2007 - April 2017 · 9 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.