Patrick Mullin is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Norwalk, CT, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.
Fee Estimator
Location
50 Washington Street, Suite 924, Norwalk, CT, 06854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a managing member of Indian Spring Management, LLC, an exempt reporting advisor and general partner for a private fund. He is also a portfolio manager for Ardara Capital, LP, a private fund limited partnership, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Ipi Wealth Management, INC.
Indian Spring Management LLC
Indian Spring Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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