Patrick Gall
Patrick Gall is a CFP, ChFC-designated registered investment advisor at Retirement Wealth Solutions LLC, based in Marshfield, WI, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 188 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee. Accounts serviced through Envestnet (a third-party money manager) will have additional fees: 4 basis points for platform fees and up to 102 basis points to cover the Money Manager Fee. If a client’s managed assets fall below $125,000, a minimum annual platform fee of $50 may be charged. Fees are negotiable.
Fee Estimator
Location
110 East 2nd Street, Marshfield, WI, 54449
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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 insurance broker for non-registered insurance products since 2009, operating under the DBA Retirement Wealth Solutions. He also serves as a board member for ODC Foundation Inc and Marshfield Clinic Health System YMCA, and is a passive investor in Precious Metals and Miners Speculative Fund, LP and Policy Confluence Inc.
Employment History
Current Registrations
Retirement Wealth Solutions LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities 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.