Patrick Halpin
Patrick Halpin is a registered investment advisor at Interactive Financial Advisors, based in Olympia Fields, IL, with 38 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.
Location
Olympia Fields, IL
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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 ActivitiesSells Insurance
Patrick owns an insurance sales and service business since 1983, focusing on life, health, disability, and fixed annuities, dedicating about 10-20% of his time. He is also an investment advisory advisor with Interactive Financial Advisors, spending nearly full-time hours there.
Employment History
Current Registrations
Interactive Financial Advisors
Previous Registrations
Brooklight Place Securities, INC.Broker
Fox & Henry, INC.Broker
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.