Patrick Stoa is a CFP-designated registered investment advisor at Macco Financial Group, INC., based in Green Bay, WI, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 322 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macco Financial charges a fee based on the value of your portfolio. The annual fee can be up to 1.30%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Macco Financial. The fee is paid quarterly, in advance. Fees may be negotiable.
Location
1138 Main Street, Green Bay, WI, 54301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a partner with 50% ownership in 1138 Main LLC, a rental real estate business, and spends minimal time on it. He also owns Macco Financial Group, Inc., a support company, and is a partner and business advisor/investor for S&E Mini Golf LLC, spending a few hours per week on the mini golf business.
Employment History
Current Registrations
Macco Financial Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.