Patrick Long is a registered investment advisor at Aspire Financial, INC., based in Ebensburg, PA, with 28 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 209 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable based upon total household assets invested with Aspire Financial.
Fee Estimator
Location
510 East High Street, Ebensburg, PA, 15931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an owner and accountant at Long, Mulhearn & Criste P.C., spending about half his time there. He is also an owner and investment advisor at Aspire Financial, Inc., dedicating about 10-20% of his time, and a non-management member of EML LLC, a rental company, spending minimal time.
Employment History
Current Registrations
Aspire Financial, INC.
Fund Investors, INC.Broker
State Registrations1 state
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.