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Gary Patzik

Mulberry Capital Management LLC
10 Years of Experience
Northbrook, IL
1 Disclosure
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Gary Patzik is a registered investment advisor at Mulberry Capital Management LLC, based in Northbrook, IL, with 10 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $70M in assets under management.

Mulberry Capital Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
37 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M0.95%
$5M+0.70%

Fees are negotiable based on historical relationships, type of assets, anticipated future earning capacity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Northbrook, IL

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History

Regulatory History (1)
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Regulatory
October 2009
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Mulberry Capital Management LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Budo Securities LLCBroker
June 2019 - July 2019 · 1 mo
Sumo Capital, LLCBroker
March 2014 - September 2016 · 2 yrs 6 mos
Wsp Commodity Trading LLCBroker
March 2012 - January 2014 · 1 yr 10 mos
Alphagen Securities LLCBroker
August 2011 - January 2014 · 2 yrs 5 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
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