Patrick Fosdick
Patrick Fosdick is a CFP-designated registered investment advisor at Wisconsin Wealth Advisors, LLC, based in Sun Prairie, WI, with 14 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 254 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g. historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1777 W. Main Street, Suite 203, Sun Prairie, WI, 53590
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 the president/owner of Madison Sports and Social Club, spending about half his time on scheduling, bookkeeping, and website upkeep. He is also an independent insurance agent and owner/tax preparer for WWA Tax Services LLC, dedicating a few hours per week to each. Patrick is also a financial advisor for Wisconsin Wealth Advisors, spending nearly full-time on this role.
Employment History
Current Registrations
Wisconsin Wealth Advisors, LLC
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
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.