Advisor at Private Client Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Client Wealth Advisors, LLC
Location
Denver, CO 80209
Credentials
Series 63, Series 65
Industry experience
29 years
Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.
Based on Private Client Wealth Advisors, LLC
Based on Private Client Wealth Advisors, LLC
Financial planning fixed fee $1,200 to $2,400; Engage in Wealth Quick Start Plan $299 and by module; Plan Sponsor flat fees negotiated
$0 - $150,000: 1.50% $150,001 - $250,000: 1.25% $250,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.75% $2,500,001+: Negotiable
Insurance commissions earned by some advisors for sales of insurance products
Financial planning hourly rate $150-$350; Engage in Wealth hourly $100-$150; Retirement plan consulting hourly $250-$350
Engage in Wealth offers $100 monthly retainer fee
Account minimum: $500,000 Minimum fee: $200 minimum annual fee or $50 per quarter Fee-only: Financial planning fees: fixed fees range from $1,200 to $2,400 depending on complexity; hourly planning fees range from $150 to $350 per hour; Engage in Wealth offers hourly fees $100-$150 and $100 monthly subscription, plus flat fees such as Quick Start Plan $299 and by module
1040 South Gaylord Street, Suite 12
Denver, CO 80209
Colorado
Private Client Wealth Advisors LLC
2021 - Present (5 years)
Alpha Cubed Investments
2019 - 2021 (2 years)
Larimer Capital Corporation
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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