GP
GP
Gary Patzik
9 Years of Experience
Northbrook, IL
1 Disclosure
Gary Patzik is a registered investment advisor at Mulberry Capital Management LLC, based in Northbrook, IL, with 9 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.
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 Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Northbrook, IL
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2009Final
Employment History
Current Registrations
Mulberry Capital Management LLC
June 2021 - Present · 4 yrs 10 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.