Advisor at Foresight Capital Management Advisors, Inc.
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Firm
Foresight Capital Management Advisors, Inc.
Location
Saline, MI 48176
Credentials
CFP®
Industry experience
5 years
Patrick Carney is a CFP® professional with five years of industry experience, currently serving at Foresight Capital Management Advisors, Inc. since 2017. Prior to his financial advisory career, he worked at Busy Bee's Landscaping and Bandits Goalie School. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and uses a combination of mutual fund and model-portfolio selection, third-party managers, and performance benchmarking in its investment approach.
Based on Foresight Capital Management Advisors, Inc.
Based on Foresight Capital Management Advisors, Inc.
Flat fees may be negotiated for consulting services; initial setup fee of $250-$500.
$0 - $1 million: 1.00% $1 million - $2 million: 0.80% $2 million - $3 million: 0.75% $3 million - $4 million: 0.70% $4 million - $5 million: 0.65% $5 million - $6 million: 0.55% $6 million - $7 million: 0.50% $7 million - $8 million: 0.45% $8 million - $9 million: 0.40% $9 million - $10 million: 0.35% $10 million - $11 million: 0.30% $11 million+: Negotiable
Hourly rates range between $30 and $475 depending on the scope of the engagement.
Account minimum: $25,000 Minimum fee: Initial non-refundable setup fee of $250-$500 Fee-only: FCMA is a fee-only advisor and does not receive compensation attributable to the sale of securities or other forms of compensation.
1205 Industrial Drive
Saline, MI 48176
Michigan · Ohio
Foresight Capital Management Advisors, Inc.
2020 - Present (6 years)
Foresight Capital Management Advisors, Inc.
2018 - 2019 (1 year)
Foresight Capital Management Advisors, Inc.
2017 - 2017 (1 year)
Busy Bee's Landscaping
2015 - 2016 (1 year)
Bandits Goalie School
2013 - 2017 (4 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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