Patrick Vance is a registered investment advisor at Ark Advisors LLC, based in Bloomington, IL, with 18 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 339 clients with $200M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable based on specific client needs, the scope of services provided, and the account size.
Fee Estimator
Location
205 N. Williamsburg Drive, Suite E, Bloomington, IL, 61704
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 an insurance agent selling fixed insurance products since 2008. He also owns Two Farm Boys, selling crafts through Etsy.com since 2015.
Employment History
Current Registrations
Ark Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Midwest Securities, INC.Broker
Fmsi Advisers
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Edward Jones
Edward JonesBroker
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.