Patrick Corrigan is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Avila Beach, CA, with 12 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
6621 Bay Laurel Place, Avila Beach, CA, 93424
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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.
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Patrick is a member of West Coast Financial, LLC and the general partner for multiple real estate funds. Cerity Partners merged with West Coast Financial, LLC, and Patrick will maintain general partners in five private real estate funds, dedicating minimal time to this activity.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
West Coast Financial, LLC
State Registrations1 state
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