Patrick Sweeney is a CFP-designated registered investment advisor at Patrick M. Sweeney & Associates, INC, based in Libertyville, IL, with 24 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 83 clients with $220M 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 | 0.80% |
| $500K+ | 0.60% |
Minimum annual fee is $800 and may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. We retain the discretion to negotiate alternative fees on a client-by client basis.
Fee Estimator
Location
900 Technology Way, Suite 260, Libertyville, IL, 60048
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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.
Learn about disclosures →Employment History
Current Registrations
Patrick M. Sweeney & Associates, INC
Previous Registrations
Patrick M. Sweeney & Associates, INC
State Registrations2 states
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