Patrick Retzer
Patrick Retzer is a registered investment advisor at Blackhawk Capital Partners, LLC, based in Venice, FL, with 38 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 295 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackhawk Capital Partners' investment management fee is agreed upon between you and your advisor and may be negotiable. The total managed account fee includes Blackhawk's advisory fee (up to 3.0%, negotiable) plus a separate account manager fee if a third-party platform is used (non-negotiable). A quarterly fee of $12.50 is charged to cover Orion's administration costs. Fees are based on the value of your portfolio at the end of the prior quarter and are paid quarterly in advance. You can cancel at any time, and any unearned prepaid fees will be refunded.
Location
Venice, FL
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Regulatory History (1)
Employment Separation After Allegations
August 2000Employment History
Current Registrations
Blackhawk Capital Partners, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Polar Investment Counsel, INC.
Polar Investment Counsel, INC.Broker
Wellington Investment Services CORP.Broker
Heartland Advisors, INC.Broker
Robert Thomas Securities, INCBroker
Pavek Investments INC.Broker
The Milwaukee CompanyBroker
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.