Patrick Fross
Patrick Fross is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
910 Old Camp Rd Ste 90, The Villages, FL, 32162
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Regulatory History (1)
Customer Dispute
April 2016Other Business Activities
Patrick is a Vice President and Wealth Advisor at Fross and Fross Wealth Management, a DBA for his LPL business, since 2012.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations31 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.