Andrew Fitzpatrick is a registered investment advisor at Pacesetter Financial Group, L.L.C., based in Lincoln, IL, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 371 clients with $170M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is for a Diversified Portfolio. Fixed Income Portfolios are charged 0.40% on all amounts. Fees may be negotiable in special circumstances.
Fee Estimator
Location
207 S. Mclean Street, Lincoln, IL, 62656-2858
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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.
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Andrew works as a certified public accountant for J.M. Abbott & Associates, Ltd, a certified public accounting firm. He dedicates about a quarter of his time to this role, preparing tax returns, financial statements, and assisting with tax planning and business consulting.
Employment History
Current Registrations
Pacesetter Financial Group, L.L.C.
State Registrations2 states
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