Brandon Fitzpatrick is a CFA-designated registered investment advisor at Db Fitzpatrick, based in Boise, ID, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 93 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB Fitzpatrick charges a percentage of the assets they manage for you.
For equity and balanced accounts, the fees are:
- 1.00% on the first $1,000,000
- 0.75% on the next $4,000,000 (from $1,000,001 to $5,000,000)
- 0.50% on the assets above $5,000,001
For fixed income accounts, the fees are:
- 0.25% on the first $30,000,000
- 0.15% on the assets above $30,000,001
For the commercial mortgage program, the fees are:
- 0.34% on the first $100,000,000
- 0.28% on the next $100,000,000 (from $100,000,001 to $200,000,000)
- 0.23% on assets above $200,000,001
Fees are negotiable, and current client relationships may have higher or lower fees than the standard schedule.
Location
800 W Main Street, Suite 1200, Boise, ID, 83702-5778
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Db Fitzpatrick
State Registrations1 state
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