Patrick Sweeney
Patrick Sweeney is a CFP-designated registered investment advisor at Patrick M. Sweeney & Associates, INC, based in Libertyville, IL, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 86 clients with $250M 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% |
Fees are negotiable. The minimum annual fee is $800.
Fee Estimator
Location
900 Technology Way, Suite 260, Libertyville, IL, 60048
Get directionsHistory
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
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
More Advisors
- Jack Hallier, CFPPatrick M. Sweeney & Associates, INC
- Richard Kolb, CFPInspirion Wealth Advisors, LLC
- Erika Bateman, CFPInspirion Wealth Advisors, LLC
- Lawrence Pershing, CFPOptimum Retirement Planning LLC
- Gary Komarek, ChFCSound Income Strategies, LLC
- Donald Swanson, ChFCMML Investors Services, LLC