Patrick Fross
Patrick Fross is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 16 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
910 Old Camp Rd Ste 90, The Villages, FL, 32162
Get directionsHistory
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 Registrations48 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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