Patrick Lonergan is a registered investment advisor at Vital Capital LLC, based in Clinton, IA, 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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 71 clients with $71M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are billed monthly in advance and are negotiable based on criteria such as historical relationship, type of assets, and total portfolio size.
Fee Estimator
Location
132 6th Avenue South, Clinton, IA, 52732
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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 broker operating as The Lonergan Group, selling New York Life products and other insurance. He also owns JPL Investment LLC (investment real estate), Park Vista Senior Housing Management, Vital LLC (consulting), and Vital Strategies LLC (marketing firm), dedicating minimal time to the latter three.
Employment History
Current Registrations
Vital Capital LLC
Previous Registrations
Central Wealth Management LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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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