Advisor at Evolve Wealth Advisors LP
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
Evolve Wealth Advisors LP
Location
Shorewood, IL
Credentials
Series 66
Industry experience
21 years
Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 21 years of industry experience. He holds a Series 66 designation and has worked at Evolve Wealth Advisors since 2021, following prior roles at EP Wealth Advisors and Churchill Management. Kinney is also involved with affiliated entities focused on cross-border investments and business planning. Evolve Wealth Advisors is a partner-led firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension and 401(k) consulting, and financial planning, using tailored Investment Policy Statements and a combination of fundamental analysis, modern portfolio theory, and quantitative techniques.
Based on Evolve Wealth Advisors LP
Based on Evolve Wealth Advisors LP
$500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $25,000,000: 0.30% $25,000,001+: 0.25%
$280 to $400 per hour
Account minimum: $500,000
Shorewood, IL
Arizona · California · Idaho · Illinois · Oregon · Texas
Present Evolve Cross Border Investments LLC
2024 - Present (2 years)
Evolve Investment Holdings LLC
2021 - Present (5 years)
Evolve Wealth Advisors, LP
2021 - Present (5 years)
EP Wealth Advisors
2016 - 2021 (5 years)
Churchill Management
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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.
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