Patrick Marcell
Patrick Marcell is a registered investment advisor at Elite Wealth Management, INC., based in Plover, WI, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 983 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Comprehensive financial plan - $500, may be negotiable depending on the client's circumstances.
- Up to two planning sessions per year - $250 annually.
Location
2331 Post Road, Plover, WI, 54467
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 →Other Business ActivitiesSells Insurance
Patrick is an agent of Gliszcynski & Associates, selling life/health insurance and annuities. He also owns Elite Retirement Med, LLC, which provides access to Anovia medical services, though he spends minimal time and receives no compensation from this entity.
Employment History
Current Registrations
Elite Wealth Management, INC.
Previous Registrations
Elite Retirement Group
Brookstone Capital Management LLC
Glisczynski & Associates, INC.
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.