Pamela Fitzpatrick is a registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 13 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela acts as power of attorney for her mother. She also works full-time as an Investment Advisor Representative for Compass Advisory Partners and Csenge Advisory Group, providing investment advice and financial planning.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Compass Advisory Partners LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
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.