Patrick Morrow is a ChFC-designated registered investment advisor at Cerity Partners LLC, based in Indianapolis, IN, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B 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 | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
2920 East 96 Street, Indianapolis, IN, 46240
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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.
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Patrick manages and develops residential real estate and cash rents farmland through Morrow Properties LLC, spending minimal time on this activity. He also uses H & M Properties LLC for tax/investment purposes related to the office building his firm operates from, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sbc Wealth Management
MML Investors Services, INC.Broker
Connecticut Mutual Financial Services, 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.