PM
CFP
PM
CFP

Patrick Francis Mcnamara

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
383 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.25%

Fees above $25,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$20,000
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Location

11810 Grand Park Ave, #500, North Bethesda, MD, 20852

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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
Glassman Wealth Services, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Pathstone
October 2022 - January 2024 · 1 yr 3 mos
Campbell Wealth Management, INC.
May 2022 - May 2022 · 0 mos
Madison Avenue Securities, LLCBroker
March 2022 - May 2022 · 2 mos
Park Avenue Securities LLCBroker
December 2021 - March 2022 · 3 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.