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Patrick Francis McGee

WCM Investment Management

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About Patrick Francis McGee

Patrick McGee is a financial advisor with WCM Investment Management, located in Cincinnati, OH. Patrick has been in the industry since 2010 and is registered with the state of Ohio. Patrick is also a Chartered Financial Analyst. Patrick specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Patrick has experience with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and state or municipal government entities.

Firm Information

Patrick McGee is currently registered with WCM Investment Management. WCM Investment Management is an investment advisor headquartered in Laguna Beach, California. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio recommendations to other investment advisors. WCM Investment Management manages approximately $66.61 billion in assets for a diverse client base, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. The firm participates in wrap fee programs.
WCM Investment Management

281 BROOKS STREET

LAGUNA BEACH, CA 92651-2974

$66.61B

Assets Under Management

24

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers

Provide model portfolio recommendations to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick McGee’s Registration & Firm History

OH

07/16/2024 - Present

WCM Investment Management (Cincinnati OH)

TN

09/10/2010 - 01/14/2011

AVONDALE PARTNERS, LLC (NASHVILLE TN)

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Licenses & Designations

BC

Issued 09/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Francis McGee.
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