Patrick Lotzer is a registered investment advisor at Lotzer & Co.,inc., based in Bayside, WI, with 31 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 45 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. There is a $600 minimum annual fee. Accounts under $50,000 are charged a minimum quarterly fee of $150.
Fee Estimator
Location
Bayside, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lotzer & Co.,inc.
State Registrations1 state
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