Patrick Lysaght is a registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 16 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
425 Walnut St # 2260, Cincinnati, OH, 45202-3956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a registered investment advisor with Eukles Asset Management since 2012, spending about 10% of his time there. He also owns PL47 Productions and the "Budget Even" web/mobile application, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
Eukles Asset Management, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations21 states
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