Patrick Goltz is a registered investment advisor at LPL Financial LLC, based in Avon, MN, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Avon, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick has a business entity for tax/investment purposes, Goltz Wealth Management, but spends no time on it. He also works at Atlas Staffing, spending a few hours per week there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 states
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