Patrick O'connell
Patrick O'connell is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN, with 19 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.10% |
| $1.3M - $4.0M | 1.00% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.
Fee Estimator
Location
12726 Coldwater Road, Fort Wayne, IN, 46845
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 involved in several outside business activities. He works with ASH Brokerage for non-variable insurance, spends minimal time on accounting/tax reconciliation through PJO CFP, Inc., and is a board member at The Lighthouse Life Recovery Home, dedicating a few hours per week.
Employment History
Current Registrations
Wealth Advisors Group
Previous Registrations
LPL Financial LLCBroker
State Registrations2 states
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.