Patrick Dulzer
Patrick Dulzer is a registered investment advisor at W&s Advisory Services, LLC, based in Willoughby, OH, with 17 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:
- Single account — $3.00 per month
- Multiple accounts — $5.00 per month
This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.
Location
4230 State Route 306, Suite 300, Willoughby, OH, 44094
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Patrick is a full-time agent with Western Southern Life in Elyria, OH.
Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
W&s Brokerage Services, INC.Broker
State Registrations14 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.
Exams
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