Patrick M. Sweeney & Associates offers personalized investment management and financial planning. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm does not act as a custodian of client assets, and clients maintain asset control. Other professionals are engaged directly by the client on an as-needed basis.
Assets Under Management$220M
Clients83
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K+ | 0.60% |
Minimum annual fee is $800 and may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. We retain the discretion to negotiate alternative fees on a client-by client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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