Patrick Dulzer
Patrick Dulzer is a registered investment advisor at W&s Advisory Services, LLC, based in Willoughby, OH, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
Location
4230 State Route 306, Suite 300, Willoughby, OH, 44094
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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 Registrations12 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.