Rovin Patel
Rovin Patel is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 12 years of industry experience. Rovin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
2850 Golf Road, Rolling Meadows, IL, 60008
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2024Other Business Activities
Rovin operates his LPL business under the DBA Wintrust Investments. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wintrust Investments LLCBroker
Wintrust Investments
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations5 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.