Larry Fitzpatrick
Larry Fitzpatrick is a registered investment advisor at Fitzpatrick Financial Solutions, LLC, based in Lansing, MI, with 16 years of industry experience. Larry 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 62 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fitzpatrick Financial Solutions manages investment accounts for a fee based on a percentage of the value of your portfolio. The fee ranges from 0.5% to 2% per year, depending on the size and complexity of the account. The fee is paid quarterly, in advance. Fees may be negotiable. If you cancel your agreement, any prepaid fees will be refunded.
Location
Lansing, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fitzpatrick Financial Solutions, LLC
State Registrations2 states
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