Patrick Carotenuto is a CFP-designated registered investment advisor at Fiduciary Counselling INC, based in St Paul, MN, with 6 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,721 clients with $9.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
FCI reserves the right to reduce or waive fees at its sole discretion, exclude assets from the fee schedule, provide discounts, and aggregate accounts for breakpoint purposes. Shares of exempted family companies are excluded from the fee schedule.
Fee Estimator
Location
30 East 7th Street, Suite 2000, St Paul, MN, 55101-4930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fiduciary Counselling INC
Previous Registrations
UBS Financial Services INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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